---
title: Controlling Owners Learning Objectives | Webinar Series Nov 2021
description: Start your succession plan by learning how to define the role of the next generation partner, set expectations and determine where you stand financially.
---

- [Plan More Strategically](##)
- [Develop Next Generation Leaders](##)
- [Transition the Business](##)

- [ Success in Your Succession](##)
- [Leader More Effectively ](##)

- [Consulting Services](##)
- [Team Insights 360™](##)
- [360 Leadership](##)
- [Assessments](##)
- [Compensation Design](##)
- [Long Term Incentive](##)
- [Compensation](##)
- [Ensemble Consulting](##)
- [The Merger Maximizer™](##)
- [Business Continuity](##)
- [Acquisition Consulting](##)

- [Content](##)
- [Speakers](##)
- [Keynotes Topics](##)
- [Webinars](##)
- [Quickstart Workshops](##)
- [Intensive Workshop](##)
- [Certified Financial Services ](##)
- [Coach Training Program™](##)

- [Course Catalog](##)
- [- Learning Pathway](##)
- [- Learning Pathway](##)
- [- Learning Pathway](##)
- [- Learning Pathway](##)
- [- Learning Pathway](##)

- [Curated Content](##)
- [Recommended Reading](##)
- [Top Blogs](##)
- [Advisor Websites](##)
- [Podcasts for Advisors](##)
- [Top Conferences](##)
- [Consulting Firms](##)

- [ICF](##)
- [Enduring Results](##)
- [Corporate Partnerships](##)
- [Client Results](##)

# Success in Succession™

- [Program & Registration](https://www.clientwise.com/program-and-registration-virtual-nov2021?hsLang=en)
- [Meet the Facilitators](https://www.clientwise.com/meet-the-facilitators?hsLang=en)
- [Controlling Owners Learning Objectives](https://www.clientwise.com/controlling-owners-learning-objectives?hsLang=en)
- [Next Generation Learning Objectives](https://www.clientwise.com/next-generation-learning-objectives?hsLang=en)

Success in Succession™

### Controlling Owners Learning Objectives

- Learn what you seek to design in terms of a succession or assess what you have already designed.
- Complete a current state analysis, including understanding what talents and gaps sit in your next generation and what issues need to be addressed
- Articulate your expectations of the Next Generation Partners and yourself while on the path to succession
- Co-create part or all of the roadmap for succession

Topics  
1. Defining the Next Phase  
2. Defining the Perfect Exit  
3. Designing What You Want from the Practice Until You Exit  
4. Understanding the Present  
5. Valuing Your Firm  
6. Understanding Your Current State of Succession--- Strengths and Gaps

[![Success in Succession™](https://www.clientwise.com/hs-fs/hubfs/Screen%20Shot%202022-05-11%20at%204.02.54%20PM.png?width=1364&name=Screen%20Shot%202022-05-11%20at%204.02.54%20PM.png "Success in Succession™")](https://www.clientwise.com/hubfs/Success%20in%20Succession%E2%84%A2%20June%202022.pdf?hsLang=en)