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Charting a Legacy: Inside the Minds of Succession Planning Masters 

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Join Tigerpaw Software for a captivating recording as we dive deep into the realm of succession planning—an often overlooked yet crucial aspect of ensuring business longevity. In this exclusive livestream, we bring together a panel of industry experts who have successfully navigated the challenges of succession planning. Gain invaluable insights, strategies, and real-world experiences from Chelsey Bode of Pearson-Kelly Technology, Hunter Woolfolk & Preston Woolfolk of Documation, and Jim Loffler & James Loffler at Loffler Companies. Whether you’re contemplating the future of your business or seeking to optimize your existing succession plan, this discussion is a must watch. 

In this important panel discussion by industry titans, you’ll learn: 

  • How each company formulated and implemented their succession plan. 
  • Steps taken to ensure a seamless transition of power. 
  • Key challenges faced during the formulation of the succession plan and how they were overcome. 
  • The criteria, qualities, and skills considered while choosing the successor(s). 
  • Strategies employed to prepare the successor(s) for their future role. 
  • Effective methods to mitigate potential conflicts during the transition phase. 
  • The importance of internal and external communication throughout the succession planning process. 
  • Engaging with stakeholders, including customers, during the transition. 
  • Adapting to industry shifts from office equipment to diversified services like managed IT and cybersecurity. 
  • Preparing to lead the company considering industry shifts and future challenges. 
  • Advice and recommendations for businesses in the office equipment channel beginning their own succession planning journey. 

Unlock the secrets of successful succession planning by watching the full recording here: 

For further guidance, we invite you to download our FREE Tigerpaw Succession Planning eGuide, “The Ultimate Guide to Succession Planning for Technology Services Businesses,” available now. Don’t miss this opportunity to ensure your business thrives in the hands of the next generation. Tigerpaw is committed to helping you run a better business so you can sleep better at night and this free resource is one you don’t want to miss. 


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