Course - RAIC

About the course

Date: February 25, 2026 @ 1 pm EST

This webinar is part of the Succession Planning Webinar Series

Session Description

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.

Key Topics

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.

Learning Objectives

At the conclusion of this session, participants will be able to: