Prioritizing YOUR Next Steps: Holistic Succession/Transfer Planning

Join us for a half-day workshop led by Holistic Management Certified Educator Kelly Sidoryk, designed to help you craft a tailored transition plan for your unique operation and family. In this interactive session, you’ll learn strategies to build a comprehensive succession plan, working in small groups to develop communication and decision-making skills necessary for a successful transition.

Key components of the workshop include:
-Understanding the Holistic Succession Planning Procedure
-Prioritizing your own next steps
-Enhancing team communication
-Establishing roles and responsibilities
-Creating a shared vision
-Identifying key members of the succession planning team

You’ll have access to an online resource library with succession planning materials and templates to support you after the workshop. Whether you’re just starting or continuing your journey of transferring your business to the next generation, this workshop offers valuable insights and practical tools for all families in business. This is for anyone interested in learning more about land business transition planning, all levels and stages welcome.

Questions? Contact Marie von Ancken at mariev@holisticmanagement.org.
You can register for this as part of the conference or as a stand alone event.

Speaker bio:
Kelly Sidoryk, Holistic Management Certified Educator

Kelly has been involved with Holistic Management for close to 25 years. She became an HMI Certified Educator in the late 1980s and has taught a number of courses and has worked with many family producers and management groups. One area of focus for Kelly has been the “human” piece, particularly in the area of succession planning as many operations and teams work through the process of transitioning to the next generation. Kelly is in the process of working through the third transfer of assets and management for the family business, now having the opportunity to experience from the side of the “older” generation.