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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

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™ | ClientWise LLC-1
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