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Success in Succession™

Next Generation Owner/Partner Learning Objectives

  • Design what you want for your future.
  • Understand what it takes to be a partner and owner.
  • Understand what path to partnership and ownership entails.
  • Articulate your expectations of the Controlling Owner and yourself while on the path to succession.
  • Creating a Roadmap to Success in Succession Together

Topics
1. Defining the Next Phase of Your Professional Life
2. Defining the Perfect Succession
3. Designing Ideal Successors
4. Understanding the Present
5. Valuing the Firm
6. Understanding the Current State of Succession--- Strengths and Gaps
7. Creating a Roadmap to Success in Succession Together

Success in Succession™ | ClientWise LLC-1
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