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Description
Succession planning is one of the most important decisions a business owner will face—yet many delay the process due to uncertainty, misconceptions, or family dynamics. Join James M. Harris III, Family Wealth Advisor, CFP®, CIMA®, CPWA®, CEPA®, for a practical discussion on the realities of succession planning and how to prepare your business, family, and leadership team for a successful transition.
This webinar will cover common succession myths, major planning mistakes, leadership transition strategies, family communication, and the key questions every owner should answer before beginning the process.
Whether you plan to pass your business to family, internal leadership, or an outside buyer, this session will provide actionable insights to help protect your legacy and prepare for the future.
This webinar originally aired on June 18, 2026.
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