RoadMap for Effective Succession planning
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Succession planning is one of the most critical—yet often overlooked—strategies for ensuring long-term business value and stability. Despite the wealth of expertise on governance, tax, and wealth planning, many leaders later regret not fully understanding the key drivers of value and succession before it was too late.
In this interactive webinar, we’ll uncover the lessons learned from those who’ve navigated (or stumbled through) leadership transitions. Whether you’re a CEO preparing for the next phase of growth or an owner-manager planning an exit, this session will provide actionable insights to help you build a smarter, more strategic succession plan.
Key Learning Areas:
The Hidden Costs of Poor Succession Planning – How missteps can silently erode enterprise value.
Value-Driven Succession Strategies – Aligning leadership transitions with business valuation.
Timing, Intentionality & Readiness – Why starting early leads to better outcomes for leaders and organizations.
Talent & Culture Alignment – Ensuring leadership continuity without losing corporate vision.
The Investor’s Perspective – How private equity and buyers assess your organization’s succession readiness.
Lessons from the Trenches – Real-world case studies of successful (and failed) transitions.
The Three-Circle Model – Best practices for family businesses balancing family, ownership, and management.
September 17 , 2025 from 10:00am – 11:30am.
Online.