SUMMIT for the Founding Leader & Their Successor Team

A best-in-class succession program to help ensure a successful transition, allowing you to maintain control over the terms of your exit while preserving the legacy you've worked so hard to build.

In-Person Retreat

  • Crafting a timeline for success
  • Solid understanding of deal sturcture consideration
  • Documented process for successful transition of clients to successor
  • Accurate and fair indication of valuation

Webinars & Consulting

  • Understanding firm financials
  • Transitioning and developing next generations leadership
  • Executing your transition
  • Confidence to overcome the emotions of letting go

Key Takeaways

  • Develop a roadmap and a business transition plan
  • Implementation Tools: access cutting-edge tools and resources tailored to your needs for effective execution of transition plans
  • Peer networking: connect with like-minded professionals to share insights, experiences, and support

WHO SHOULD JOIN?

Owner Advisors planning for succession or firm transitions

The future ownership team

Program Structure

  • 6-month commitment focused on your succession and transition strategy
  • One in-person retreat covering key aspects of succession planning, Your vision, business valuation and executing a successful transition
  • 5 months of webinars dedicated to implementation, new content and strategic relationships to help you take action
  • 5 months of personalized consulting with you and your successor to craft your strategy and implement your transition plan

Pricing

Cost to the advisor: $3,000*

Advisor Benefits Program Tier pricing (discount applied):

  • Premier Elite: $2,000
  • Gold: $1,500
  • Platinum / Platinum Elite: $1,000

*Travel costs (hotel and airfare) for in-person retreats are not included.

Summit Login

For active participants in our Summit program, please use the link below to access your password-protected website. Within the site, you can download materials from the Summit retreat, register for upcoming webinars, and view session replays.

CONTACT US

Want to learn more?

Send us an email and our Ascent Program team will be happy to answer your questions.