Succession Planning: Protecting Your Legacy & Securing Your Future

About this webinar

In this session, we explore how business owners can prepare for succession, evaluate their options, and build a leadership structure that supports long-term success. Learn how to identify future leaders, reduce owner dependence, and create a plan that protects what you've built while positioning your business for its next chapter.
Ideal for business owners and leadership teams who want to prepare for an eventual transition, develop future leaders, and ensure their business can continue to thrive beyond the current owner.
Eric Crews

Founder and CEO

Crews & co.

Derek Mohamed

Managing Director

J.P. Morgan Wealth Management

What you'll learn

Start planning for succession early

Understand why preparing in advance matters and how timing can impact leadership readiness, business value, and transition options.

Explore your succession options

Learn how to evaluate internal and external transition paths based on your personal goals, business structure, and long-term vision.

Build your next generation of leaders

Discover how to use the Role Map to identify critical roles, develop your leadership bench, and reduce owner dependence for a smoother transition.