Succession Strategy Series: Build to Last or Built to Leave?

Succession Strategy Series: Build to Last or Built to Leave?

Prepare your business—and yourself—for what’s next. Succession workshops for owners.

By InVision Business Development

Select date and time

Friday, June 13 · 11 - 11:30am PDT

Location

Online

Refund Policy

Refunds up to 7 days before event

Agenda

Session 1
Session 2
Session 3
Session 4
Session 5

1:00 PM - 1:30 PM

The Numbers Don’t Lie—But Emotions Can

Richard Veltre

Dan Paulson

Are your financials telling the real story—or the one you want to believe? In this session, we’ll explore how personal bias and legacy pride can distort business valuations and scare off successors o...

About this event

  • Event lasts 30 minutes

Is Your Business Built to Last—Or Built to Leave?

Succession planning isn’t just about finding the next leader—it’s about protecting everything you’ve built.


This 5-part interactive online workshop series is designed specifically for business owners who know they need to start preparing for their exit but feel overwhelmed, unsure, or stuck. Whether you’re considering a transition in 3 years or 10, these focused 30-minute sessions will walk you step-by-step through the decisions that define a successful succession.


You’ll uncover the emotional roadblocks that slow planning down, learn how to remove bias from your financials, assess your company culture, navigate family dynamics, prepare for the unexpected, and walk away with a concrete plan you can start using immediately.


Each session includes a practical workbook, real-world examples, and an actionable step to help you turn intention into execution.


If you want to exit with clarity, protect your legacy, and ensure your business is truly built to last—this series is for you.

Frequently asked questions

Who is this workshop series for?

This series is designed for business owners, founders, and successors who are beginning to think about succession—or who know they’ve delayed it too long. It’s also valuable for family business leaders, internal successors, and advisors supporting the transition.

Do I need to attend all five sessions?

No. You can register for individual sessions based on your needs, but the full series is designed to walk you through a complete succession framework. Attending all five provides the greatest clarity and value.

What’s included with the Full Series Pass?

• Access to all 5 live sessions • Complete set of printable or fillable workbooks • Bonus dashboard to track your full succession plan • Session recordings (in case you miss one) • Bonus live or recorded Q&A session

What if I can’t make one of the live sessions?

No problem. All sessions are recorded and sent to Full Series Pass holders. If you register for a single session and can’t attend, you’ll still receive the workbook but not the recording.

Is this just for people selling their business?

Not at all. Whether you’re passing it to family, a key employee, or preparing for an eventual sale, succession applies. These workshops cover all transition paths.

Will this be too advanced for me if I haven’t started succession planning yet?

No. The sessions are designed to meet you where you are—whether you’re just starting to think about the future or already exploring your exit.

How interactive are the sessions?

Each 30-minute session includes quick exercises, reflection questions, and workbook activities. You won’t be forced to speak or share, but you’ll have the option to engage via chat or workbook.

Can I register my leadership team or successor to attend with me?

Yes, we encourage team participation! They can register individually or watch alongside you. For group registrations, contact us for custom pricing.

What’s the refund policy?

Because each session includes digital materials and recordings, we do not offer refunds. However, you may transfer your registration to someone else if needed.

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InVision Business Development

InVision Business Development helps leaders address critical issues related to business growth.

Our approach is to work with the executive team to create a clear vision for the organization and teach them the tools necessary to foster significant increases in sales and profitability.

$35 – $149