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Informational Webinar



Success in Succession™

An Exclusive Program for Controlling Owners & Next Generation Owners/Partners

The mission of the Success in SuccessionTM program is to help Controlling Owners better clarify succession goals and challenges, and prepare their Next Generation Owners/Partners (NGOs/NGPs) to eventually take the reins.

Tuesday, September 28, 2021 4:00 p.m. ET - 5:00 p.m. ET

Join ClientWise's Margaret Krigbaum, Chief Program Developer, and Brian Appel, Director of Strategic Partnerships & Business Coach for an informational webinar to discuss their upcoming Virtual Signature Program, Success in Succession™.  

  • Haven't started thinking about succession planning? Find out what the pitfalls are if you put it off
  • Learn why the best leaders ALWAYS have an exit strategy
  • Discover how our program helps you when choosing a successor