Planning Succession for Family Business
Succession in a family business is a complex and strategic process that has a significant impact on its future. Early planning is critical to ensuring a smooth and successful succession.
This course dives into key aspects of succession planning, including exit strategies, leadership rules, and the nurturing of successors. Gain the insights needed to mitigate challenges, resolve potential disputes, and promote harmony during this pivotal phase in your family business.
Succession planning is a process that affects not just the current leadership and their chosen successor, but also the broader family and business dynamics, often giving rise to family tensions and conflicts.
This course provides hands-on tools to help you address the complexities of succession planning and develop a transition strategy that ensures the long-term success and stability of your family business.
Through case studies and facilitated discussions, you will gain actionable insights that will set you on the path to a successful transition.
"I found this workshop to be vital as we look at taking our 7th generation into the future as more family members come on board. The course has given me the skills and confidence to start to develop succession plans to ensure the protection of our family business and the next generation.”
— Tom Whittenbury, Grundy’s Shoes
Key Learnings:
- Understand the fundamental ground rules for succession.
- Learn how to identify and nurture potential successors.
- Address the key challenges of succession and implement strategies to manage them.
- Explore leadership and ownership transition models, including sale and succession.
- Develop intergenerational dialogue to ensure a smooth transition.
- Create an actionable plan to move from knowledge to implementation.
Who Should Attend?
- Current and future leaders and managers of the family business.
- Non-family executives and key stakeholders involved in the transition process.
Available Masterclasses
Online
Wednesday, 8 - 22 April 2026
11:00am - 4:00pm AEST
Perth
Thursday, 7 - 8 May 2026
9:00am - 5:00pm AWST
Online
Wednesday, 9 - 23 September 2026
11:00am - 3:00pm AEST
Are you a member of APPMA, FCA, NSW Tourism Association or FSAA?
As an associate partner, members of these associations can access FBA courses at our member rates. To register, please contact our education manager, Sarah Herft. education@familybusiness.org.au
Private Course:
If you are interested in running a private internal Planning Succession for Family Business course in your family business, please reach out to our Education Program Manager, Sarah Herft, or your State Representative.