Prioritizing YOUR Next Steps: Holistic Succession/Transfer Planning

Join us for a half-day workshop led by Holistic Management Certified Educator Kelly Sidoryk, designed to help you craft a tailored transition plan for your unique operation and family. In this interactive session, you'll learn strategies to build a comprehensive succession plan, working in small groups to develop communication and decision-making skills necessary for a successful transition.

Key components of the workshop include:

• Understanding the Holistic Succession Planning Procedure
• Prioritizing your own next steps
• Enhancing team communication
• Establishing roles and responsibilities
• Creating a shared vision
• Identifying key members of the succession planning team

You'll have access to an online resource library with succession planning materials and templates to support you after the workshop. Whether you're just starting or continuing your journey of transferring your business to the next generation, this workshop offers valuable insights and practical tools for all families in business.

Questions: Contact Marie von Ancken, [email protected]

Money-Back Guarantee

HMI stands behind our training programs. If you participate fully in this training program by attending all sessions and completing all assignments satisfactorily, and if you are not completely satisfied within 10 days of program completion, we will refund your registration fees.

Host or Publisher Holistic Management International