The Succession Equation: Balancing Legacy, Transition, and Liquidity

For founder-led and family-owned businesses, succession is more than a handoff—it’s a strategic inflection point. This session brings together business owners, serial entrepreneurs, investors, and advisors to discuss how to prepare for what comes next after an exit or transition, how to align family and management interests when a family or founder retains minority ownership stake, and how to help position the company for sustained growth under new ownership or the next-generation.