Ownership and Leadership Transition: Pathways to Success


How do firms succeed in transitioning ownership and leadership? What options are available to a firm founder who is approaching retirement? How can successors truly leverage the knowledge and connections of the founder? We will explore these questions and others with scenarios that illustrate the key qualities of different pathways to successful transitions. Along with a case study illustration, this live course will include live commentary by a founder who is currently in the ownership transition process. There will be ample time for questions from webinar viewers.

Hosted by the Small Firm Exchange (SFx).

Learning objectives

  • Discover the importance of setting goals and understanding preferred outcomes in planning for ownership transition.
  • Understand options for ownership transition pathways depending on timeframe to retirement and openness to sharing leadership.
  • Explore best practices for identifying the right person to be a successor and how to create a framework for a partnership agreement.
  • Learn the framework of financial metrics for determining return on investment for the retiring firm owner and the new owner in an internal ownership transfer.


User rating:
Average: 4.4 (25 votes)
 $45  non-member
 $30  member
1.00 LU


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