Future-Proof Your Business: A Roadmap for Effective Succession Planning

Presented by Yohaan Thommy, LSSBB, PMP,CMC
Partner, MNP

Succession planning is one of the most critical—yet often overlooked—strategies for ensuring long-term business value and stability. Despite the wealth of expertise on governance, tax, and wealth planning, many leaders later regret not fully understanding the key drivers of value and succession before it was too late.

In this interactive webinar, we’ll uncover the lessons learned from those who’ve navigated (or stumbled through) leadership transitions. Whether you’re a CEO preparing for the next phase of growth or an owner-manager planning an exit, this session will provide actionable insights to help you build a smarter, more strategic succession plan.

Key Learning Areas:

✅ The Hidden Costs of Poor Succession Planning – How missteps can silently erode enterprise value.
✅ Value-Driven Succession Strategies – Aligning leadership transitions with business valuation.
✅ Timing, Intentionality & Readiness – Why starting early leads to better outcomes for leaders and organizations.
✅ Talent & Culture Alignment – Ensuring leadership continuity without losing corporate vision.
✅ The Investor’s Perspective – How private equity and buyers assess your organization’s succession readiness.
✅ Lessons from the Trenches – Real-world case studies of successful (and failed) transitions.
✅ The Three-Circle Model – Best practices for family businesses balancing family, ownership, and management.

Who Should Attend?

• CEOs & Executives – How to strategically position your organization for future leadership while preserving value.

• Business Owners – How to maximize value upon exit—or structure your business if you choose to stay.

Tools & Frameworks You’ll Gain:

✔ Succession Readiness Checklist
✔ GRIP Matrix for governance & leadership alignment
✔ Benchmarking insights from succession surveys

Outcomes & Benefits:

🔹 Assess your succession readiness with proven frameworks.
🔹 Develop a structured roadmap for leadership transition and long-term value.
🔹 Learn from real-world examples and engage in live Q&A.

Don’t leave your business’s future to chance—join us for this insightful session and start building a succession plan that protects and enhances your legacy.

📅 WHEN: September 17, 2025 | 🕘 10AM – 11:30AM (EST)

📍 WHERE: Virtual

📝 PRE-WORKSHOP PREP: To make the most of our webinar, please take a few minutes to complete our succession readiness survey (to be shared soon).

🔗 Register on Zoom or by logging in to ECAO’s Learning Centre.