Business Succession Planning

Business Succession Planning helps owners, executives, and advisors prepare for leadership continuity, ownership transition, and long-term enterprise value before pressure forces rushed decisions. This course gives students a practical framework to identify succession risks, compare transition options, and communicate a clear plan across the Business.

Build a Practical Business Succession Plan

• Clarify the difference between ownership succession and leadership succession.
• Assess valuation, key-person risk, governance needs, and operational continuity.
• Compare family, internal, external, and sale-based succession strategies.
• Build a practical, finance-aware plan for leadership continuity, ownership transition, and long-term enterprise value.

Learn how Business Succession Planning protects continuity, value, and stakeholder confidence.

This course begins with the foundations of why succession planning matters before it becomes urgent. Students learn how to map stakeholders, decision rights, ownership interests, and leadership responsibilities so the Business can prepare for change with greater clarity.

Lessons then move into readiness assessment, including succession risk, valuation basics, key-person dependency, and operational continuity. Students explore how financial, legal, tax, estate, and governance considerations shape a realistic Business Succession Planning strategy.

The course also covers successor selection, leadership fit, development planning, family Business dynamics, buy-sell agreements, transition funding, contingency planning, and communication with employees, leaders, investors, and owners. By the end, students will be able to create and update a structured succession plan that supports continuity, reduces uncertainty, and strengthens long-term Business value.