Succession Planning is more than just promoting someone to partner.

You have built an amazing firm with an amazing team, and you are starting to wonder what the next chapter of your life looks like. Whether or not you retire fully or just step back a little, you will need someone (or multiple someones) to step up and run the firm in your place.

However, most firm owners don’t have a formal process for training new owners. While there are all kinds of systems in place to teach staff how to review the work of junior employees, skilling up their own talents, and a variety of other methods for getting better at DOING the work; most employees lack any formal training on what it means to actually BE an owner. In fact, you might have even had to just “figure it out” on your own along the way yourself.

Do you REALLY want your team to “figure it out” along the way with the company you spent all this time building?

This session is focused on discussing many of the important considerations necessary for preparing the next generation of owners.

Learning Objectives:
1. Identify 8 areas frequently overlooked in traditional firms when preparing the next generation of owners.
2. Discuss tips, tricks, and tools used by the presenter when preparing his own succession plan.
3. Provide the attendees with greater insight into those things that they take for granted because they are already owners that their team won't inherently know.