Next Generation Institute®

LaRosa Testimonial

"The preparation we received at NGI alerted us early to issues we would face and provided solutions that helped make our succession planning more effective." -Mike LaRosa, CEO, LaRosa's Inc.


Preparing for Transition

In this deeply engaging 8-session half day forum we show current and successive generations of your family business how to prepare and gradually transition roles and ownership when you're ready.



Side-by-side, with the support of expert facilitators, multiple members of each generation can share and learn.

  • How to create a mutual vision for your family business
  • The 8 steps of a seamless transition to new leadership and/or ownership
  • How a network of advisors and peers in other family firms can be essential
  • How an outside board of advisors or directors can be invaluable
  • Ways to value your business and finance the ownership transaction
  • How to optimize the legal and tax issues that affect transition
  • Strategies and techniques to build trust with family, employees and customers
  • The emotional aspects of transition and how to prepare for them

Complimentary Overview Breakfast

Daughter & Dad
Considering NGI? Join us September 25, 2018, from 7:30-9:30 a.m., to learn about our proven, 8-step approach to succession planning. Register


Numerous business experts who have worked with regional family firms that have addressed these issues present the Next Generation Institute®.

Many sessions include local family-business owners who have successfully completed a generational transition.

Facilitators divide participants into roundtables and help each individual make the program content especially relevant to their family business.


Who should attend: Tuition includes one G1 and one G2.  Additional family members are encouraged to participate for an additional fee. G1 spouses are invited at no charge.

Where: Takes place at the Sharonville Convention Center in TriCounty.

When: Next Generation Institute takes place on Tuesdays from 7:30 a.m. – 1:00 p.m. (breakfast and lunch included).

The next offering will begin in November 2018 and run through June 2019.

Register for the 2018-2019 season.

For more information on the Next Generation Institute, contact Steve McLemore, Membership Director at 513-556-7409.


Hear what our Members say about NGI...