Succession Planning for Leadership, Clients, and Revenue

Many firms know that leaders and rainmakers are nearing retirement, but wait too long to transfer client confidence, revenue, and institutional knowledge. This program explores how firms can make succession a structured

business process rather than a last-minute retirement discussion.

Participants will learn practical approaches for identifying successors, transitioning client relationships and leadership responsibilities, aligning origination credit and incentives, and building a culture where succession is viewed as part of a partner’s legacy instead of an exit. The goal is to reduce the firm’s dependence on any one individual and create a transition that works for the retiring partner, the next generation, and the firm’s clients.