Application

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Files should be named with your business name in the file name. Ex: companyname-ri-license.pdf and companyname-2024-taxes.pdf

Allowed file types: .pdf, .txt, .jpg .doc, .docx, or compressed Allowed file types: .pdf, .txt, .jpg .doc, .docx, or compressed .zip

First Name

Last Name

Phone Number

What are you hoping to learn?

How to develop a succession strategy

How to financially plan for succession

How to communicate succession plans with peers i.e. family, friends, employees, partners

How to market my business to potential buyers

How to document my business processes

How to use technology to make my business more efficient

How to preserve my legacy through employees

How to establish partnerships for my business’ longevity

How to understand legal requirements for successful succession planning

How to evaluate service provider options

Other

Why are you planning for business succession?

How did you hear about Succession Ready?

Learn More

Succession Ready is an initiative of New Majority Capital Foundation, supported by partners like Eastern Bank Foundation.