Succession Planning & Employee Ownership

Have you considered how you want to preserve your company’s legacy? Succession planning helps you be better prepared for change and help your company be resilient. This session will give you some key pointers to consider for succession planning and in particular employee ownership as an option.

Specifically, this workshop will cover:

• An overview of different types of succession planning options
• Readiness factors
• Employee ownership benefits and different models
• Process for employee ownership

You will also learn from peers who have successfully transitioned their businesses:

• Carolyn Emge, President/CEO, Jackson’s Hardware
• Brian McLeran, Director, McLeran Roofing
• Phil Alwitt, CEO, SolarCraft

Instructor: Donna Sky is a long time social entrepreneur and San Francisco business owner. She is the founder of Love & Hummus Co., a mission-driven food start up she operated starting in 2009 and grew from inception into a national brand. Love & Hummus is nationally recognized for its innovation, social and environmental impact and was named twice by B Corp as a “Best for the World Company.” Donna began her career in higher education and later founded the nonprofit World Trotters, an early online multicultural education program. Donna’s work with Project Equity is led by her expertise as a business owner, her passion for using business as a force for good, developing a more inclusive economy and the creation of more employee-owned businesses.

In Partnership with Project Equity, Marin Builders Association, Hispanic Chamber of Commerce, San Rafael Chamber of Commerce and the City of Novato

For More Information and To Register

Funded in part through a grant with the Governor's Office of Business and Economic Development and in part through a cooperative agreement with the U.S. Small Business Administration. Reasonable accommodation for persons with disabilities will be made if requested at least 72 hours in advance. Contact Alejandro Moreno at 415-798-7824 or alejandro@marinsbdc.org