Peer Power Hour: Succession Planning

Join us for a FREE continuation of the succession planning conversation that began at the Napa Conference with Jay Halverson and Will Hendricks.

Jay Halverson Managing Director Citizens Private Wealth

Will Hendricks Managing Director Citizens Private Wealth

This interactive session will explore the key decisions business owners face when planning for the future, including ownership transition, leadership succession, family considerations, and legacy preservation.

Someday Is Not a Plan: A Working Session on the Succession Planning Master Checklist

Most self storage owners know succession planning matters. Very few have actually done it.

This session is a continuation of the Napa discussion — designed to move from ideas to action.

• A live walkthrough of the 8-step Master Checklist used with business owners across the country
• Built around the real questions every owner eventually has to answer: exit path, timing risk, key employee retention, and whether your plan actually reflects what you want
• Focus on the decisions that drive outcomes — including your Go‑Home Number, locking in key people, and what must be done before a buyer is in the room
• A candid look at why most plans fail — and how to avoid the predictable mistakes that derail transitions
• Interactive, peer-driven format — bring your situation and pressure-test it in real time

You’ll leave with a direct view of where you stand — and what to do next.

Whether you're preparing for retirement, considering a future sale, or simply beginning the planning process, you'll gain valuable insights and practical strategies to help ensure a successful transition. 

Thank you to our sponsors