Next Generation Institute (NGI)® Succession Planning

Presented by the Goering Center

What if you could speak to your family — your next generation successors — with complete candor, helping them finally understand what it means to you to turn over the family business you founded, or were the steward of, over so many years of your life? Could you begin to visualize and plan for your next chapter? Are you ready for that?

And what if you are a potential successor to the ownership and leadership of that family business? Filled with ambition one day, reluctance and unanswered questions the next? Can you talk to your family about these matters? Who has the answers? What about the questions you don’t yet know to ask?

We do. Begin your family business transition journey with us.

Who should participate and why?

The Next Generation Institute™ is for owners and leaders of family businesses, their successors, and other family members who may or may not work in or have ownership interest in the business. They come to tackle the tough questions together, have difficult conversations, and gain a holistic perspective on the succession journey. We shine a light on the issues they could not anticipate in a caring and supportive environment.

What should you expect?

Local experts, supported by seasoned facilitators and family guides, will educate you on the Goering Center’s best practices for a successful business transition, including whom to include in the planning discussions, topics to be discussed, contingency plans and how to communicate the ultimate plan to those who will be affected by it.

Core presenters and guest speakers

Core presenters
Sessions are conducted by experts in law, business transition planning, valuation, tax, accounting and finance, contingency planning, communication and the dynamics of families in business together.

Guest speakers
We feature guest speakers from regional family businesses who want to share their succession experience.

Facilitators & family guides
Volunteers support each family, making the program content relevant and actionable.

Learn More

For more information on the Next Generation Institute please contact David Miller (below).

Headshot of David Miller

David Miller

Membership Director