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Succession and Transition Workshop


Tue 7 Nov 2017, 8:30am–5:00pm

Where: Amora Hotel, 100 Greys Ave, CBD, Auckland

Restrictions: All Ages

Ticket Information:

  • Workshop Admission - General: $2,064.25
  • Workshop Admission - BNZ Customer: $1,834.25
  • Additional fees may apply


Listed by: The Icehouse

Get a better understanding about your business, it's context and how you can plan your succession strategy.

What is it?
This 1-day workshop will work through a process to help you objectively and systematically understand yourself, your context, your business, your desired future and your options so you can plan your succession strategy. You'll also engage in 3 hours of follow-on coaching with the facilitator to drill down on areas relevant to you and your business.

Running a business is hard work. Most business owners find themselves too absorbed in leading and managing the business to devote time to planning for succession. But the longer succession planning is delayed, the fewer options business owners have to meet their personal and business goals. Getting your head out of the sand and planning for succession, means you can retain control over the outcome. But you need to think about your desired end game now, not tomorrow or the next day.

Who is it for?
Business owners of established businesses and family businesses who haven’t planned for ownership and/or management succession or, in the case of family businesses, inter-generational succession.

What will be covered?
- What is Succession Planning and How is it Different to Business Planning?
- Who are Your Stakeholders? Family, Owners, Managers and Employees, Customers
- What are your options?
- Choosing Your Future
- Planning Your Future
- Transitioning to Your Future
- Evaluations, Reflections and Learning

On this workshop, you will:
- Gain fresh perspectives, insights and frameworks to understand yourself, your business, your options and the associated potential implications or risks in your succession plan
- Get a clear understanding of your values and drivers and how your business and personal goals intersect
- Meet other business owners and share common experiences and issues
- Recognise that succession is a journey, not an event and understand what steps you need to take to get you to your goal
- If you’re a family business, you’ll make decisions on who will succeed the current generation and how you will preserve the company values by providing a smooth transition of ownership and management
- Leave with a pragmatic and purposeful action plan to follow with clear next steps

NZTE Capability Development Voucher:
Small and medium sized businesses can qualify for vouchers to help pay for services such as training workshops, courses and coaching that deliver significant benefit for the company and for the wider New Zealand economy. The Icehouse is an accredited provider of the NZTE Capability Development Voucher scheme and approved businesses will receive a voucher for up to 50% of the total workshop cost. The voucher amount is dependent on the price of the programme or workshop.

Business owners can apply for funding by contacting The Icehouse Customer Relationship Team (0800 GROWBIZ) who will put them in contact with NZTE and guide them through the application process.

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