Specialty Contractors Council Meeting

Seven Factors of Succession Planning:  Creating a Value-Building Advantage for Bringing Your Desired Future Story to Life

Presenter:  Kim Schneider Malek

Navigating the daily needs of owning, managing, and governing your business can be daunting and endlessly demanding. Owners often feel inevitably trapped in the cycle of responding to the issues of each day rather than hopefully inspired by the prospects of planning for the future.
 
In this presentation, we will first refocus the lens through which we typically see the purpose and benefits of succession planning. We will then explore seven key factors influencing ownership, leadership, governance, wealth, and sustainability decisions that impact succession. We will conclude with an open discussion on successful succession practices.