2025 Educational Webinar Series for Business Owners, Families, and Individuals in Tecumseh and Ann Arbor
Family Business Succession Planning Webinar
This webinar is ideal for business owners, advisors, and families thinking ahead to the next generation of leadership.
May 22, 2025 | 1:00 PM EST | LIVE ZOOM
Hosted by: David Stimpson and Sara B. Stern
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 with over two decades of 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
What is succession planning?
Succession planning is the process of preparing your business for future leadership and ownership transitions, whether within your family or to an outside party. A strong plan ensures continuity, protects your legacy, and helps prevent conflict.
We work closely with Michigan DHHS offices to minimize delays and help you build a stable, permanent family bond with confidence.
Why do I need a succession plan?
Because life happens. Without a plan, unexpected events—like illness, death, or retirement—can create chaos in a business. Succession planning protects not just your company, but your family’s relationships, financial well-being, and future.
Who should attend?
-
Family business owners thinking about retirement
-
Founders planning for generational transition
-
Business partners with succession questions
-
Anyone who’s part of a family-owned company and wants clarity
What if I don't know where to start?
Perfect. This webinar is designed for business owners who aren’t sure where to begin. We’ll walk through key concepts and give you practical ways to take your first step.