Identifying a successor is one thing. Equipping them to actually succeed as an owner is something else entirely — and most succession plans leave this critical step underdeveloped. In this episode, Pat and Walter focus on one of the most practical and often overlooked dimensions of succession planning: what it actually takes to prepare a management team member, family member, or key employee to step into ownership responsibility. From financial literacy and decision-making capacity to the emotional and cultural dimensions of ownership transfer, this conversation offers a practical framework for owners at every stage of the succession planning process.

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis



Conversations that move you closer to a regret-proof exit.

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DISCLAIMER: The information in this presentation is provided as education only. 
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.