Succession Success: Introduction to Succession Planning (Session 1 of 6)

Location: Online.

Presented by Joel Friedman, Southbrook Business Development Group

Join Joel Friedman from Southbrook Business Development Group for a no-nonsense kickoff to succession planning that cuts through the noise and shows you why this isn’t optional—it’s your business’s insurance policy. In everyday language, Joel will explain what succession planning really is, why it protects everything you’ve built (your legacy, your team, your customers), and how it keeps the lights on when life throws curveballs.

You’ll get the straight story on the emotional tug-of-war most owners feel about stepping away, the struggle to find the right successor, and the tax or legal landmines that can blow up a good plan. We’ll walk through the “5 D’s” (death, disability, divorce, distress, departure) so you’re ready for whatever hits, and lay out simple first steps: spotting who could take over—family, staff, or a buyer—figuring out your company’s real value, sketching a timeline, and knowing exactly when to loop in your lawyer or accountant.

The room will come alive with a quick group conversation where you’ll share your own “why” for planning ahead, swap ideas with other owners in the same boat, and leave with sharper focus and new connections. You’ll also take home a clear, one-page action list to get the ball rolling this week.

Don’t wait for a crisis to force your hand. Come learn how to protect your business on your terms, sleep better tonight, and build a future you’re proud to pass on.

About The Presenter:

A business development professional with extensive experience in the Franchise Industry. Joel has a track record of establishing and improving processes that result in a tremendous amount of success in sourcing, following-up and negotiating, revenue-generating new business initiatives. Extremely resourceful, manages by empowerment and strives to set and meet individual and team goals. Visit southbrookbusiness.com .

Note: This webinar is one of a 6-part series. Learn more by visiting Succession Success or register for more sessions by visiting tickettailor.com/… .