Overview of the Succession Journey Seminar Series

Join BOSS for an exclusive overview session of the 12-Month Succession Journey—a transformative program designed to guide business owners through the complexities of succession planning with clarity, confidence, and strategic foresight.

This session introduces the full scope of the journey, which spans a year of structured planning, reflection, and execution. Attendees will gain insight into each phase of the process, including:

• Defining Goals & Readiness: Uncover personal and business objectives, assess transition timing, and identify key challenges.
• Exploring Exit Strategies: Evaluate internal succession, external sale, or strategic partnerships tailored to your vision.
• Lifestyle & Financial Planning: Align your post-business life goals with financial realities and future needs.
• Wealth Gap & Business Valuation: Determine your company’s current value and what’s needed to meet your financial targets.
• Performance Benchmarking: Use KPIs and industry comparisons to identify areas for growth and increased market appeal.
• Continuity & Emergency Planning: Prepare for unexpected events with a robust continuity strategy.
• Legal Structure & Governance Review: Ensure your business framework supports a smooth and secure transition.
• Key Personnel & Strategic Agreements: Retain essential team members and formalize succession plans with legal precision.
• Estate Planning & Asset Diversification: Integrate personal estate goals and reduce financial dependence on the business.
• Annual Reviews & Value Optimization: Continuously refine your plan and elevate your company’s valuation.

Whether you’re just beginning to think about succession or actively preparing for transition, this overview session will equip you with the strategic foundation to move forward with purpose.

Your legacy deserves more than a plan—it deserves a journey.