• After the Deal: Transitioning for Continuity and Legacy Preservation Cover
After the Deal: Transitioning for Continuity and Legacy Preservation Cover

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After the Deal: Transitioning for Continuity and Legacy Preservation

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The Ownership Transition Series: A 3-Part Sell-Side Playbook — Part 3 of 3

Presented by Stambaugh Ness and Zweig Group | August 13, 2026 | 2:00–3:00 PM EDT

The deal is done — now what? Part 3 addresses the critical post-close period, where leadership continuity, cultural integration, and the personal side of the transition take center stage. Learn how to manage leadership handoffs, support buyer integration, and protect the legacy you've built.

Topics Include:

  • Key milestones for post-deal leadership transitions
  • Cultural integration strategies that preserve firm identity
  • Navigating the financial and personal aspects of post-sale life, including earn-out management

Speakers:

  • Jeff Adams, CM&AA — Stambaugh Ness
  • Kristi Weierbach, Ph.D., SPHR, SHRM-SCP — Workforce Advisory, Stambaugh Ness
  • Jeremy Clarke, CTSA

Continuing Education: 1 NASBA CPE credit | Business Management & Organization | Basic level

Register for Part 3 →