Succession isn’t just about transferring shares.
It’s about passing the torch—without dropping it.​
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As ownership shifts and your company grows, the stakes rise.

The next generation must be ready not just to own, but to lead wisely, govern intentionally, and protect what’s been built.

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What this workshop prevents:

🚫 Family conflict from vague expectations
🚫 Tax risk from unclear transfer structures
🚫 Leadership gaps from underprepared successors
🚫 Lost momentum from unclear direction

What Is This Workshop Series?

The Succession Solution Workshop Series is a 3-day, hands-on experience designed to equip future owners with the mindset, skill set, and structure to carry your business forward—confidently and competently.

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This is more than education.
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This is a strategic transition experience for business families committed to legacy, continuity, and growth.

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What You'll Gain?

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✨A Shared Ownership Vision and Governance Strategy

Clarify your mission, values, and future state—then turn them into practical ownership and governance structures.

✨Financial and Leadership Readiness for Next-Gens

Demystify business financials, build fluency in decision-making, and explore ownership and legal models for sustainable success.

✨Succession Planning Frameworks

Learn proven tools for structured buyouts, shareholder agreements, leadership development, and generational planning.

✨A Blueprint for a High-Impact Board

Create a board model that supports growth—advisory or fiduciary, with a clear onboarding path, roles, and governance rhythm.

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Inside the Next Generation Workshop Experience

In this short video, Abraham and Grace share how our Succession Solutions gave them clarity, brought their team and their family into alignment, and offered a sense of peace during this major time of change.

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• Deep Learning, Real Application​
  We ask the tough questions that uncover blind spots, tensions, and opportunities.
• Courageous Conversations About Legacy​
  No more “ideas that die in a drawer.” You’ll make clear, confident calls—together.
• Finance Governance Fluency​
  We use tools designed for your world: margin pressure, schedule risk, and scaling teams.
• Legal and Tax Strategy Built-In​
  You’ll leave with more clarity, more buy-in, and more trust in your team.

Meet Your Facilitator: Brant Lingle

With the right support, succession can be a powerful turning point for your business and your family.

✅ Book a free discovery call with Brant
✅ Or sign up for upcoming webinars and get your free tools

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