Day 1 | 13:05-14:05 | Ludlow 3

Book onto This Session

Preparing for leadership transition is goes beyond a checklist for employee owned businesses, becoming a commitment to future-proofing the business. 

Framed around the conference theme of Owning the Future, this session explores how proactive and purposeful succession planning ensures your business remains resilient, values-driven, and well-led for years to come. 

The session draws from the ‘Road to Succession’ report, based on real-world insights from over forty founders and successors. 

You’ll come away with practical tools and governance models to help your business confidently navigate leadership change while securing long-term impact.

What You'll Learn

  1. Understand why planning succession early is a strategic move that empowers EO businesses to "own the future" rather than react to it
  2. Apply lessons from the ‘Road to Succession’ report to build a plan that balances legacy, clarity, and growth, ensuring leadership transitions are stable and mission-aligned
  3. Learn how to cultivate the right environment through boards, trustees, coaching, and peer learning, that enables successors to lead with confidence and ownership.

Who You'll Hear From

Alex Bloom

Consultant, Telos Partners

Alex Bloom