Date: February 25, 2026 @ 1 pm EST
This webinar is part of the RAIC Succession Planning Webinar Series
A firm’s true value lies in its people, the talent, leadership, and culture that sustain success beyond the founding generation. This webinar shows how purposeful investment in human capital, paired with early planning for leadership and ownership transition, creates continuity and long-term value.
Through real case stories, participants will learn why buyers and successors look beyond the balance sheet, how internal ownership transitions succeed or fail, and why starting early is critical. Participants will gain a clear framework to evaluate human capital, identify red flags that reduce firm value, and build pathways for the next generation of owners and leaders.
1. Human Capital as Firm Value
Why buyers and successors look beyond the balance sheet, evaluating people, client relationships, and the firm’s ability to thrive without current leaders. Case insight: deals that failed when value was tied to one individual.
2. Internal Ownership Transition
The difference between ownership and leadership transition, and why both matter. Exploring employee ownership pathways and phased handoffs. Case insight: successful transfers where leadership development aligned next-generation leaders.
3. Start Early, Build Continuity
Why waiting until exit is too late. Succession requires early mentorship, training, and valuation of the firm without its key drivers. Case insight: firms that succeeded through internal sales, external buyers, or strategic acquisitions.
At the conclusion of this session, participants will be able to:
- Identify human capital factors that drive firm value.
- Explain the differences between ownership and leadership transitions.
- Define key risks that can undermine firm value.
- Discuss strategies that strengthen continuity and succession.