What CEOs and Business Owners Wish They Knew Earlier About Succession Planning
November 27 @ 10:00 AM - 11:30 AM
Presented by Yohaan Thommy, LSSBB, PMP,CMC
Partner, MNP
Background: Succession planning has been and continues to be a significant topic discussed by owner-managers, the C-suite at large companies, and everyone in between. There is a wealth of content and expertise available on board governance, family governance, succession planning, wealth planning, and tax. Still, as I work with clients who have sold or exited their organizations, I constantly hear, “I wish I had better understood all the drivers of value and succession to have put together a more specific plan for my organization.”
Key Learning Areas:
- The Hidden Costs of Poor Succession Planning – How missteps can erode enterprise value.
- Value-Driven Succession – Strategies to ensure leadership transitions enhance business valuation.
- Timing, Intentionality and Readiness – Why starting earlier leads to better outcomes both for the next leader and organizational stability
- Talent and Culture Alignment – Ensuring continuity in leadership and corporate vision.
- The Eye of the Beholder – Gain deeper insight into how potential investors or private equity firms assess your organization.
- Lessons from the Trenches – Real-world examples of success and failure.
- Three Circle Model – A best practice for family businesses on family and business governance as it relates to succession planning
Potential Audiences:
- The CEO of a larger organization – How can I strategically position the organization for future success while ensuring the value I’ve created is properly recognized?
- The Owner-Manager – How can I maximize value upon exit, and how should I structure my organization if I choose to stay?
Potential Tools and Frameworks:
- Succession survey insights
- Frameworks: 3-Circle Model, GRIP Matrix
- Tools: Succession Readiness Checklist, GRIP Matrix
📅 WHEN: November 27, 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.
