Succession Success: Identifying Potential Successors (Session 3 of 6)

Location: Online.

Presented by Joel Friedman, Southbrook Business Development Group

Join Joel Friedman from Southbrook Business Development Group for a lively, hands-on session that takes the mystery out of finding and preparing the right people to take your business forward—whether that’s family, a trusted employee, or an outside buyer. In plain talk, Joel will guide you through spotting the key roles that keep your company running, mapping the exact skills your successors need, and building a clear transition plan that keeps everything on track with zero drama.

You’ll learn how to groom internal talent or run a smart external search, design compensation packages that motivate without overpaying, and get everyone—family, staff, investors—on the same page with open, confident communication. We’ll cover how to weave succession into your everyday HR processes, create simple knowledge-transfer playbooks so nothing walks out the door with you, and build contingency plans for the unexpected “5 D’s” (death, disability, divorce, distress, departure) so your business stays rock-solid no matter what.

Best part? You’ll walk away with a ready-to-use checklist that helps you list potential successors, score their readiness, and outline quick development steps you can start tomorrow. This isn’t theory—it’s a practical roadmap that prevents leadership gaps, boosts your company’s value, and gives you peace of mind.

Don’t let succession happen by accident. Come get the tools, the plan, and the confidence to hand over the reins your way.

About The Presenter:

A business development professional with extensive experience in the Franchise Industry. Joel has a track record of establishing and improving processes that result in a tremendous amount of success in sourcing, following-up and negotiating, revenue-generating new business initiatives. Extremely resourceful, manages by empowerment and strives to set and meet individual and team goals. Visit https://southbrookbusiness.com/.

Note: This webinar is one of a 6-part series. Learn more by visiting Succession Success or register for more sessions by visiting https://www.tickettailor.com/events/hamiltonbusinesscentre.