About This Events
Private Companies
Participants will discover practical frameworks to help guide succession
planning in family businesses.
Host:
Susan Esper, Audit & Assurance partner, Deloitte & Touche LLP
Presenter:
Laura Pearson, Deloitte Private US Family Enterprise leader, Deloitte Tax LLP
Joan Goodwin, Performance Management practice leader, Deloitte Consulting LLP
1 Overview CPE credit | Business Management& Organization
Key takeaways
Leadership transitions can be pivotal moments that shape the destiny of family enterprises—yet succession planning is often postponed or overshadowed by day-to-day demands. Insights from our recent Deloitte Private succession survey of 300 family businesses highlight how a proactive approach can build organizational resilience and safeguard the company’s legacy. Success often hinges on developing internal talent, welcoming external expertise when needed, and fostering strong governance to support seamless transitions. We’ll discuss:
- The case for early, intentional succession planning
- Strategies to cultivate leaders from within and beyond
the family - Governance approaches that enable successful transitions
