Succession by Design Online Hub
Financial Flight Plan Online Hub
Your Blueprint for a Smooth, Successful Business Transition
Featuring exclusive video conversations with the authors, plus chapter-by-chapter reflection quizzes designed to bring clarity, protect your legacy, and prepare your business for a thriving future.
1.
Access the free Online Hub
2.
Follow the strategic steps to safeguard your company, wealth, and family
3.
Move forward confidently knowing your legacy is protected
1.
Access the free Online Hub
2.
Follow the strategic steps to safeguard your company, wealth, and family
3.
Move forward confidently knowing your legacy is protected
What's Included?
Video Interviews + Takeaway Quizzes
for Each Section of Succession By Design
Section 1: The Stakes of Succession
Laying Your Succession Foundation
Learn why most succession failures are predictable and preventable, how to avoid the “train wreck” scenario, and the difference between financial independence and dangerous dependence on your future sale.
Section 2: Keeping the Business in the Family
Preparing the Next Generation the Right Way
Explore practical frameworks for multi-generational success — including how to identify the right successor, avoid family conflict, and help children earn ownership through responsibility, not entitlement.
Section 3: Selling Internally
ESOPs, KEYSOPs, and Smart Internal Transfers
Discover how to build powerful internal succession pathways that reward loyal employees, strengthen company culture, and create lasting wealth for both the owner and the team.
Section 4: Selling Externally
Preparing for a High-Value Sale
Learn how to maximize valuation, structure deals wisely, avoid catastrophic buyer mistakes, protect your key people, and position your business for an exceptional sale outcome.
Section 5: Locking the Doors
Financial Independence Beyond the Sale
Understand how rapid market shifts, disruption, and economic changes impact sale readiness — and how to build true financial independence even if selling isn’t an option.
About David & Madison Chaney
David and Madison Chaney are the father-daughter team behind Legacy & Succession, bringing more than 30 years of experience helping entrepreneurs navigate their most important transition — stepping out of their business without sacrificing the legacy they spent a lifetime building.
Their work blends strategic planning, family guidance, and holistic succession expertise to help owners protect their company, prepare the next generation, and create a future defined by freedom, impact, and purpose.
Check the background of this investment professional on FINRA’s BrokerCheck: www.brokercheck.org
Legacy & Succession © 2025
Legacy & Succession
© 2025
Check the background of your financial professional on FINRA's BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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Securities and Investment Advisory Services are offered exclusively through Registered Representatives of Hornor, Townsend & Kent, LLC. (HTK). Registered Investment Advisor, Member FINRA/SIPC. 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com. Legacy & Succession and other listed entities are not affiliated with HTK unless otherwise noted. The views expressed are those of the presenting party and may not necessarily represent those of HTK or its affiliates.
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