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Session Guide

Deep Dive Session

SAT-DD-01: How to Succeed in Succession 2.0

Saturday, October 28, 2023
2:00pm – 4:30pm CT

SOLD OUT
2.50 PDH, LA CES/non-HSW, AICP, FL
Ticket Price: $25 per person
Welcome to 2.0! Presented in case-study format by diverse industry leaders, this immersive, interactive session will outline specific options for succession transition. Beginning with the “mechanics” behind each firm’s process, the session will review the considerations influenced by company culture. Attendees will leave with a transition checklist and actionable steps.

Learning Outcomes:

  • It’s Never Too Early: Learn why transition planning is important and why it’s a critical investment and opportunity for a firm’s future success.
  • Discover the best time to start planning and what to do when the process needs to get back on track.
  • Learn the “mechanics” employed by leading landscape architecture practices for their specific modes of succession planning.
  • Become familiar with different entity structures, valuation methods, and financing options and how they impact succession planning and outcomes.
  • Understand how company culture may determine succession planning—but may also influence its efficacy.
  • Leave the session with an actionable checklist and understanding of possible solutions with direct applications to your own firm’s next steps.