Whether you're five years from stepping back or already eyeing the door, succession planning is about more than an exit, it's about building something that lasts. This session breaks down how to prepare your agency for transition with clarity, structure, and intention. We’ll cover key considerations like leadership development, operational readiness, and different exit paths, from internal handoffs to outside buyers. 

You’ll also get a look at how agencies are valued, with an illustrative example and a breakdown of valuation methods that actually apply to small shops. If you’ve built something worth continuing, this is how to ensure it can. Walk away with practical tools, a sharper perspective, and a real plan to move forward.

• Understand common exit paths: acquisition, internal handoff, and earnouts.
• Learn what makes an agency more valuable and how to build that value before exiting.
• Explore valuation methods like multiples of earnings/AGI and market comparisons.
• See a sample valuation to understand how numbers translate to real-world outcomes.
• Learn how to identify, assess, and prepare potential successors.
• Get tips for discussing leadership succession without destabilizing your team.
• How to make team members owners through equity, buy-ins, and stakeholder programs.
• Get strategies for developing future leadership and creating internal continuity.
• Know the key docs, processes, and systems needed for a smooth transition.
• Leave with a customizable checklist and roadmap to begin your succession plan today.