Date: Tuesday, September 8th | Time: 11:00 AM EDT
The Decisions You Need to Make Before Succession Ever Begins
Most succession plans don't fail during the transition. They fail years before it ever begins.
STARTS IN
When family business leaders think about succession, they often focus on legal documents, tax strategies, ownership transfer, or selecting a successor. While these elements are important, they represent only part of the equation.
Successful transitions are built long before ownership changes hands. They begin with intentional leadership development, healthy governance, family alignment, organizational readiness, and difficult conversations that too often get delayed.
Join us for this confidential executive forum where we'll explore what every family business should be addressing before succession is on the horizon.
During this interactive session, you'll evaluate your organization across seven key dimensions of pre-succession readiness and identify opportunities to strengthen your business before transition becomes urgent.
What You Will Learn
During this Executive Forum, you'll discover:
• The seven dimensions of pre-succession readiness
• Why most succession plans fail long before a transition begins
• The hidden organizational and family dynamics that derail successful transitions
• How leadership development, governance, communication, and culture shape long-term continuity
• The critical conversations every owner should be having today
• Practical actions you can begin taking immediately
Every participant will receive the Pre-Succession Readiness Scorecard to assess where their business is strong and where additional attention may be needed.
MEET YOUR SPEAKERS
Chris Yonker
Family Business Advisor | Founder, The Center for Conscious Living and Fulfillment®
Chris Yonker is Founder and CEO of the Center for Conscious Living & Fulfillment and a trusted advisor to family enterprises across North America. For more than three decades, Chris has helped family business owners strengthen leadership, improve communication, navigate governance challenges, develop next-generation leaders, and prepare organizations for successful transitions. His work integrates organizational development with the human dynamics that determine long-term business continuity.
Kristi Baxter
Executive Leadership Coach
Kristi Baxter is an executive leadership coach and trusted advisor who partners with leaders and organizations to build stronger leadership capability, healthier cultures, and more effective teams. She brings practical experience helping executives navigate complexity while developing leaders who create sustainable organizational success.
Who Should Attend
• Family Business Owners
• CEOs and Presidents
• Next Generation Leaders
• Family Members Active in the Business
• Board Members
• Family Office Executives
• Trusted Advisors serving family enterprises
Whether succession is five years away or fifteen, the decisions you make today will determine the success of tomorrow's transition.
The Family Business Executive Forum
The Family Business Executive Forum is a series of exclusive virtual gatherings designed specifically for family business leaders and their advisors. These forums serve as a platform to bring together the best expert advisors from around the world to share their insights on the most important topics in family business leadership. Addressing family business challenges requires a different approach. We recognize that without addressing the human dynamics within family businesses, it's nearly impossible to touch the strategic side effectively.
Confidentiality and Anonymity
We understand that matters pertaining to family and business can be especially sensitive. Hence, we host these forums as a webinar so that no one in attendance outside of our team has access to the name of any other attendees and there is no option for attendees cameras to be seen. We will open the question box for questions at various times throughout the forum, and no one outside of our team can see or access the questions. We are committed to the privacy and confidentiality of our attendees.