Embark©: A Business Succession Journey

Whether you are at the beginning stages or have a plan but need assistance flushing out your idea, we have a program for you. Join a

co hort or go the solo route with our one-on-one option. Here’s what’s in store.

Embark©: Co-Hort

Join a community of like-minded business owners for four interactive dinners designed to foster meaningful connections and long-term support. Throughout the program, you’ll receive tailored guidance both in group discussions and through one-on-one strategy sessions with Susan Dawson.

By the end of the program, you’ll leave with two actionable plans for your business:

• A long-term business plan to guide your ongoing growth.
• An “In Case of Emergency” plan to help you navigate unexpected challenges with confidence.

Prepare for growth and the unexpected—with a community behind you.

Embark©: One on One

Personalized virtual planning and coaching sessions designed to focus on your business, your goals, and your next steps.

We’ll work together to tailor your plan to meet the unique needs of your business. 

You’ll leave with two actionable plans for your business:

• A long-term business plan to guide your ongoing growth.
• An “In Case of Emergency” plan to help you navigate unexpected challenges with confidence.

Turning your vision into a clear, actionable plan—one step at a time.

Embark©: For Certified Business Enterprises

Certified enterprises encounter unique challenges during leadership transitions—from navigating certification requirements to managing ownership dynamics. This session offers practical strategies, inspiring case studies, and essential tools to help you initiate or enhance a succession plan that safeguards your legacy, maintains certification, and aligns with your personal and professional goals.

Planning ahead, without losing your foundation.

Embark© Beyond:

This 12 month program takes you through the next phase in your business succession journey and will keep you on track with your plans. Feeling stuck or unsure of your next steps? Are your priorities shifting?  

Let’s chart the course together and keep you moving forward.

The Muster Drill:

Reunite with your cohort and meet other business owners as you venture forward on your journey, exploring more learning modules. We’ll break off into round tables and have opportunities for individual coaching, all while having fun, and gaining actionable insight!

Contact us for more information, hello@navigantlaw.com