Introducing the Family Business Succession workshop, presented by the UB Center for Entrepreneurial Leadership!

    This two-session workshop is for family business owners, founders, strategic decision-makers and their family stakeholders. Gain the legal frameworks, planning tools and communication skills to move from awareness to action.

    Dates: September 10 and October 1
    Time: 8:30 a.m. to 12:30 p.m.
    Cost: $650 per attendee
    Location: UB Center for Entrepreneurial Leadership,
    Conference Room 208,
    77 Goodell Street, Buffalo
    Session 1: September 10
    Foundation Day
    • Understand the legal, financial and relational frameworks behind successful succession
    • Learn how to avoid common pitfalls of family business
    • Assess your current position and identify key risks and gaps
    • Work through real-world scenarios to apply concepts to your own situation
    • Gain practical tools to guide decision-making with clarity and control
    • Leave with a defined list of action items to complete before Session Two
    Session 2: October 1
    Application Day
    • Apply Session 1 frameworks directly to your real-world situation
    • Work through legal audits, estate planning and transfer strategies
    • Participate in interactive, small-group exercises
    • Navigate scenario-based challenges to pressure-test your approach
    • Build a personalized succession roadmap
    • Practice the difficult conversations that often stall progress
    • Leave with a clear, actionable succession plan
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