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SUCCESSION BEYOND THE TRANSITION

Gaining confidence while
strengthening leadership and
family relationships

Executive Lunch and Seminar

📆 Date: May 22nd, 2025
⏱️ Time: 11:00 AM – 1:00 PM
đź“Ť Location: The 100 Club, 100 Market St., Portsmouth, NH
đź’˛ Price: $50 (Lunch Included)

This event is limited to 20 participants to provide an intimate and engaging learning experience.

What You'll Learn:

  • The Emotional Side of Succession – Understanding the emotional and mental challenges leaders face when stepping back, and how to overcome them.
  • Lead the Transition with Certainty – Strategies that go beyond legal paperwork and financial planning to ensure a smooth leadership change.
  • Importance of Governance & Continuity – Whether your transition is 2, 5, or 10 years away, your company needs a continuity blueprint to protect employees, customers, and stakeholders.
  • Avoid Common Pitfalls – Learn from others’ and avoid the mis-steps with dozens of stories  — what works, what fails, and why.

  • Navigate Succession in Uncertain Economic Times – Learn how to proactively plan for leadership and ownership transitions during a recession—when company valuations, market confidence, and team stability are all under pressure. Discover strategies to protect your legacy and position your business for resilience, even in turbulent times.

Why This Event Matters NOW?

The world around us is changing quickly. Economic shifts, technological advances, and evolving global dynamics mean it’s more important than ever to prepare for what lies ahead. Succession is not a singular event—it’s a process that requires thoughtful planning, often years before the moment arrives.

Yet too many leaders are distracted with the here and now, the urgent, but arguably less important, neglecting the bigger picture. This unintentional neglect ultimately leaves their life’s work, the company they have nurtured—and even their family—vulnerable. 

Whether you’re 10 years or 2 years away from transition, it’s never too late to start. Maybe, the best time to have started was yesterday—but the next best time is now!

Join us for an in-person executive luncheon to explore succession planning from a holistic, strategic perspective. You’ll hear from two experienced succession experts who’ve helped countless families and businesses navigate these critical transitions and avoid the common pitfalls.

Who Should Attend?

  • Business owners and leaders within 10 years of transition;
  • Private held companies and family businesses navigating succession complexities;
  • Key stakeholders responsible for organizational continuity;
  • Executives who want to future-proof their company and protect their legacy.

Meet the Speakers

Chris Yonker

Executive Consultant | Family Business Advisor | Leadership Development Expert

Chris Yonker is a Certified Family Business Advisor, speaker, and author who specializes in helping family enterprises navigate succession, leadership transitions, and family conflict. Known as a “Life Journey Sherpa,” Chris integrates trauma-informed leadership, Neuro-Linguistic Programming (NLP), and expertise in Organizational Health to support personal and professional transformation. His holistic approach helps families address generational patterns and create sustainable strategies for business continuity and harmony. Chris’ unique methodology as an agent for change blends heart and mindfulness, fostering lasting, profound results in both family and business dynamics.

Chris Yonker
Kristi Baxter

Kristi Baxter

Trusted Advisor | Leadership Coach | Change Partner

Kristi Baxter specializes in helping leaders build environments where teams thrive on connection, dialogue, and transparency. Drawing from her extensive background in leadership coaching, she has a gift for helping organizations integrate authenticity into their leadership approach to cultivate trust and collaboration.

 

Reserve Your Seat Today

Your business, your legacy, and your family’s future depend on it.