SUCCESSION

PLANNING
From Principle to Practice

An interactive, hands-on planning

experience for businesses nearing transition
Beginning October 18, 2018
Succession Planning: From Principle to Practice
Succession Planning: From Principle to Practice will help 15 small business owners plan for the sale or
transition of their company. Through in-class training, 1-on-1 coaching, peer-to-peer networking, and hands-
on exercises, participants will learn how to create a succession plan tailored to their business’ needs.

Specifically, participants will:

• Better understand the need for succession planning and eliminate common succession barriers.
• Understand the many different succession planning approaches and identify which one is best suited
for their business.
• Hear from other businesses that have successfully executed a succession plan.
• Learn strategies that can help make their business ‘sellable’.
• Examine and reflect on their business’ strengths, weaknesses, opportunities, and threats in relation
to succession planning.
• Work one-on-one with a Business Counsellor to tailor the training content to their own
circumstances.
• Build a network of people and organizations that can help them with various aspects of their
succession plan.

Program Schedule

Date Event Time Location

Pre-Registration and In-take Survey (Aug. 1 – Oct. 12)
October 18, 2018 Workshop #1 10am-3pm Municipality of the County of Kings, Kentville
October 30, 2018 Workshop #2 10am-3pm Municipality of the County of Kings, Kentville
One-on-One Meeting #1 with Business Counsellor (Oct. 31 – Nov. 19)
November 20, 2018 Workshop #3 10am-3pm Municipality of the County of Kings, Kentville
One-on-One Meeting #2 with Business Counsellor (Nov. 21 – Dec. 18)

Other Considerations
• Each live training session will feature a mixture of content-based instruction by the facilitators, peer-
to-peer discussion, hands-on exercises, self-reflection, and other learning activities.
• Participants are encouraged to openly share their stories and experiences; however, they are not
expected to share any details about their business they wish to keep confidential.
• Anything shared during your one-on-one sessions with the Business Counsellor will be strictly
confidential, to protect your privacy.
• All live sessions begin promptly at 10:00am and end at 3:00pm. One hour will be provided for lunch
and a light lunch will be provided.
• Live training facilitators will be Joel Stoddart and Anne Stieger (Acadia Entrepreneurship Centre).

Fees and Registration

The registration fee is $99 (HST exempt), which entitles each participating business to TWO (2) seats. To
register, email Jennifer Tufts at jtufts@valleyren.ca or call 902-678-2200. Registration deadline is Friday,
October 12, 2018. You may also register online directly at https://interceptum.com/si/en/4353016