Passing the Torch: Preparing Your Business for the Next Chapter

Targeting those who are thinking about succession, ownership transition, and preserving the legacy they have built in their business,
About this Event

8:00am Registration and Networking
8:30am Presenting Speakers and Panel Discussion/Q and A
9:45am Conclusion and Networking/Open Discussion
Every successful business reaches a defining moment: the transition from one owner to the next. Passing the Torch is an engaging and practical event designed for small and medium-sized business owners who are beginning to think about succession, ownership transition, and preserving the legacy they have worked so hard to build. Whether planning years in advance or facing an upcoming sale or retirement, attendees will gain valuable insights into the strategies, challenges, and opportunities involved in a successful business transition.

The program will feature Laura Bonnet, Director of the Center for Family Business at Case Western Reserve University's Weatherhead School of Management, who will share expert perspectives on succession planning, leadership transitions, and the critical conversations that help businesses thrive across generations. Laura's work focuses on helping family and privately held businesses develop the governance, planning, and leadership practices necessary for long-term success.

Joining Laura will be Scott Shelfer, who will provide practical guidance on preparing a business for sale and maximizing value throughout the transition process. The discussion will also include a panel of local business owners who have successfully sold their companies and will share firsthand experiences, lessons learned, and advice for navigating the emotional, financial, and operational aspects of passing the torch. Together, these experts and business leaders will offer attendees real-world perspectives and actionable strategies to help ensure their own business legacy continues well into the future.