Succession Ready Chicago
Succession Ready is a short series of free educational in-person and online workshops to help small business owners develop and navigate a successful succession plan for their businesses. This program is for small businesses based in Chicago and the surrounding metro area with at least $1M in prior year gross revenue and 5+ employees.
Where: Chicago, IL
When: March 27 – May 1, 2027 Schedule ↓
Whether you are planning to hand over your business to your next of kin, to an employee, or to sell it, the Succession Ready program will inform and empower you to develop an actionable succession plan for you and your business.
How to Apply
Ready to apply now? Apply here.
Applications are reviewed on a rolling basis. Deadline to apply: Sunday, February 28, 2027 at 11:59 PM CT.
Don't meet every requirement? We still encourage you to apply. If you're thinking about the future of your business, we'd love to hear from you.
Need More Information?
Join us for a Virtual Info Session on Tuesday, November 17, 2026, 6:30 PM CT!
Register here to learn more about Succession Ready Chicago, offered in partnership with Wells Fargo.
In this webinar, we'll provide an overview of the program, what to expect, and how Succession Ready can help you prepare for a successful business transition. You'll also have the opportunity to ask questions and determine whether the program is the right fit for you and your business.
Our Sponsor
New Majority Capital’s Succession Ready program in Chicago is offered in partnership with Wells Fargo.
Program Schedule
| Date | Time | Module | Location |
|---|---|---|---|
| Saturday, March 27, 2027 |
9:00 AM – 5:00 PM CT |
Module 1: OrientationOverview, Understanding Business Transitions, Financials and Maximizing Business Value |
In-Person |
| Tuesday, March 30, 2027 |
8:00 AM – 9:30 AM CT |
Module 2 Day 1: PeoplePreserve your legacy and create value through your employees |
Virtual |
| Friday, April 02, 2027 |
8:00 AM – 9:30 AM CT |
Module 2 Day 2: PeoplePreserve your legacy and create value through your employees |
Virtual |
| Tuesday, April 06, 2027 |
8:00 AM – 9:30 AM CT |
Module 3 Day 1: OperationsDriving Efficiencies through Documentation and Technology |
Virtual |
| Friday, April 09, 2027 |
8:00 AM – 9:30 AM CT |
Module 3 Day 2: OperationsDriving Efficiencies through Documentation and Technology |
Virtual |
| Tuesday, April 13, 2027 |
8:00 AM – 9:30 AM CT |
Module 4 Day 1: Marketing and NetworkingMake Your Business Stand out to Potential Buyers |
Virtual |
| Friday, April 16, 2027 |
8:00 AM – 9:30 AM CT |
Module 4 Day 2: Marketing and NetworkingMake Your Business Stand out to Potential Buyers |
Virtual |
Breathe WeekIndividual Work: Succession Plan & Final Pitch Presentation Optional Virtual Advising Sessions with Faculty |
|||
| Saturday, May 01, 2027 |
9:00 AM – 5:00 PM CT |
Module 5: Graduation DayPitch Presentation, Next Steps, Deep Dive into the Transition Process, Move Ahead Empowered with a Customized Plan |
In-Person |
- Module
-
Module 1: Orientation
Overview, Understanding Business Transitions, Financials and Maximizing Business Value - Date
- Saturday, March 27, 2027
- Time
- 9:00 AM – 5:00 PM CT
- Location
- In-Person
- Module
-
Module 2 Day 1: People
Preserve your legacy and create value through your employees - Date
- Tuesday, March 30, 2027
- Time
- 8:00 AM – 9:30 AM CT
- Location
- Virtual
- Module
-
Module 2 Day 2: People
Preserve your legacy and create value through your employees - Date
- Friday, April 02, 2027
- Time
- 8:00 AM – 9:30 AM CT
- Location
- Virtual
- Module
-
Module 3 Day 1: Operations
Driving Efficiencies through Documentation and Technology - Date
- Tuesday, April 06, 2027
- Time
- 8:00 AM – 9:30 AM CT
- Location
- Virtual
- Module
-
Module 3 Day 2: Operations
Driving Efficiencies through Documentation and Technology - Date
- Friday, April 09, 2027
- Time
- 8:00 AM – 9:30 AM CT
- Location
- Virtual
- Module
-
Module 4 Day 1: Marketing and Networking
Make Your Business Stand out to Potential Buyers - Date
- Tuesday, April 13, 2027
- Time
- 8:00 AM – 9:30 AM CT
- Location
- Virtual
- Module
-
Module 4 Day 2: Marketing and Networking
Make Your Business Stand out to Potential Buyers - Date
- Friday, April 16, 2027
- Time
- 8:00 AM – 9:30 AM CT
- Location
- Virtual
- Module
-
Breathe Week
Individual Work: Succession Plan & Final Pitch Presentation Optional Virtual Advising Sessions with Faculty - Date
- TBD
- Module
-
Module 5: Graduation Day
Pitch Presentation, Next Steps, Deep Dive into the Transition Process, Move Ahead Empowered with a Customized Plan - Date
- Saturday, May 01, 2027
- Time
- 9:00 AM – 5:00 PM CT
- Location
- In-Person
Virtual Info Session for Chicago
In this webinar, we’ll provide an overview of the program, what to expect, and how Succession Ready can help you prepare for a successful business transition.
Register Now
