Transition Essentials
This workshop guides families through the preparation for a successful leadership and
ownership transition, focusing beyond legal paperwork to emotional, management, and
structural aspects. It provides a shared language and understanding of transition readiness to
maintain harmony, minimize conflict, and sustain the enterprise long-term by turning complex
discussions into a clear path forward.
Many families delay succession planning until a major life event forces a sudden leadership change or a sale, often at the expense of business value and family harmony. Common barriers include emotional hesitation from current owners, lack of shared vision among family members, and the absence of a clear development path for next-generation leaders.
THIS WORKSHOP IS SUITED FOR:
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Current owners nearing transition or seeking reduced day‑to‑day involvement
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Family members active in the business or ownership
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Next‑generation leaders preparing for merit‑based successor roles
OUTCOMES
Participants will:
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Participate in a Readiness Assessment
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Understand why boundaries between family, ownership, and business matter
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Explore how job descriptions and skills assessments can be used to consider merit in successor selection, development plans, and knowledge transfer
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Build literacy around the financial and legal elements of transition
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Develop a roadmap for succession implementation
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Receive a post-workshop summary package, including recommended next steps
NEXT STEPS
Completion of this workshop will allow for conducting deeper readiness assessments, boundary-setting among family, ownership, and management, successor development planning, legal structuring, and the creation of a 3–5-year actionable transition plan.
To receive an email containing the workshop description, including pricing information, please submit the request below.