Free Family Business Succession Planning Webinar
You’ve built something worth passing on—let’s make sure it’s done right.
Family business transitions are some of the most rewarding—and complex—challenges an owner can face. This free 45-minute session will give you practical, actionable insights into how to begin your succession planning journey with clarity, confidence, and compassion.
Whether you’re preparing to retire, bring children into the business, or simply want to protect your legacy, this webinar is designed to help you take the first step.
About Your Hosts
Sara B. Stern
Sara is a nationally respected family business strategist, Expert EOS Implementer®, certified coach, and most importantly…a HUGE fan of family businesses.
David Stimpson
David is our managing partner who has over two decades of family law experience, a deep dedication to our clients’ success, and a desire to see family-owned businesses thrive.
During this Succession Planning Webinar, You’ll Learn:
?? How to begin planning—even if your family’s not on the same page
?? The difference between ownership succession and business succession
?? How to plan for your business and your family’s well-being
?? Questions you need to ask now to avoid conflict later
?? Legal and strategic first steps every owner should know
?? Understanding the “three circles” of succession
?? Avoiding common family business pitfalls
?? Balancing ownership, family dynamics, and running the business
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Date and Time
Thursday May 22, 2025
1:00 PM - 2:00 PM EDT
May 22, 2025, 1:00 PM EST
Location
Live Zoom
Fees/Admission
FREE
Contact Information
Stimpson & Associates
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