Introducing the world’s first masterclass & accelerator for next-gen wealth stewardship.
join other successors to amplify your impact, sharpen your thinking & Build long term Financial Mastery
12-Week Investment Bootcamp for Next Gens
Starts April 1, 2025
are you a ‘next-gen’ or family business successor feeling or being treated as underprepared?
You feel the need to constantly prove yourself and step into bigger roles
You have intense pressure to live up to your family’s success
You desire clarity and confidence with business ops, finance and decision making
You want to build your identity and purpose far beyond your family’s wealth
We get it. You’re not alone.
46%
of entrepreneurs come from a family business background.
of HNW+ families lose their wealth in three generations.
90+%
of new ventures fail within 3 years.
90%
successful families don't just pass down wealth
they pass down the ability to create it
Most next-gens aren’t given the tools they need to grow into skilled leaders and operators. Instead they get prestigious degrees and impressive awards.
If only those held their weight in today’s world.
To truly grow – a piece of paper will not get you there. So much more goes into creating agency and real skills. In becoming high functioning, business savvy, and capable of creating game-changing businesses.
You could just ‘wing it’ and hope you get appointed to the leadership positions you want. You could read blogs online or listen to talks and podcasts on biz dev.
But real change rarely happens by reading and watching.
Edutainment only takes you so far.
That’s why we founded Succession.Inc.
What is succession.inc?
We run a 3-month intensive program to equip you with business, finance, leadership, decision making, conflict resolution, wealth generating and wealth stewardship skills.
It’s an exclusive, vetted community of others facing similar family business transitions.
how does it work?
Through a series of live workshops, 1:1 and group coaching, and concierge skill training, we work together to “install” the skills you need as an emerging leader.
Coaching & Consulting Sessions
With Master Coaches and battle-hardened Business Consultants
LIVE Masterclasses
With Industry Experts & Vetted Pros
Group ForumS
Personalized attention while building lifelong bonds with a highly curated group of young leaders
Private community
“Co-elevate” alongside your peers, building trust and coherence within a container that can hold space for the vast range of ups and downs entrepreneurs and young leaders experience.
1:1 Coaching
Breakthrough blockages and stress test strategic decisions with allies that have your back, no matter what.
diagnostics, assessments & game-changing intros
Our whole program is designed to support your growth and expansion.
you will learn:
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Asset allocation, risk management, and long-term financial strategy.
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Evaluating deals, deploying capital, and family-backed investing.
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ESG frameworks, responsible investing, and philanthropy.
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Succession planning, governance, and enterprise growth.
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Decision-making, risk-taking, and investment confidence.
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Aligning investment strategies across generations.
The Succession accelerator
The Succession Accelerator is a structured, high-impact program designed to equip next-generation leaders with the skills, experience, self-awareness, tenacity, and motivation to steward wealth, build ventures, and navigate family enterprise dynamics in ways that align with their values.
Over the course of 3-months, you’ll engage in expert-led masterclasses, hands-on investment and venture-building exercises, and strategic mentorship from seasoned entrepreneurs, investors, and family enterprise leaders.
The program blends remote learning, live cohort sessions, and real-world investing and/or management experience—ensuring flexibility while maintaining deep engagement. Participants will develop financial, leadership, communication, and conflict-resolution acumen, discover their superpowers and the power of teaming, raise and/or deploy capital, and play bigger than they ever thought possible.
The accelerator culminates in a capstone project, where participants present to a panel of investors, family advisors, and industry experts their business plans, investment opportunities, and ways of affecting meaningful social change while creating additional wealth.
Designed for next-gens looking to create lasting impact and realize how abundant they truly are, the Succession Accelerator turns family wealth into a launchpad for success—de-risking the entrepreneurial process and ensuring intellectual, financial, and human capital are preserved, grown, and put to good use.
Finally, they’ll graduate with a Life & Legacy LLM: an interactive, AI-powered engine trained to provide them with answers to difficult questions and aid in decision-making, strategy, and realizing their full potential - even after the accelerator has concluded.
member spotlight
“I’ve experienced firsthand the impact Succession is able to have with introductions and advisory support. I signed up for Spinnaker, because I know it’ll get us where we need to be to raise our next round faster than any other process out there.”
- Richard Snelling, Succession Fellow 2024
Founder’s note
I founded Succession.Inc so that more entrepreneurial successors will look beyond their perfectionism, take bold risks, and ultimately play a critical role in affecting the change(s) they want to see in the world. These programs are a bridge for those who realize they cannot cross this river alone and want to level-up in a supportive yet challenging environment.
- Teddy Teece, Founder & CEO
Expert in Residence: David Teece
Founder & Executive Chairman, Berkeley Research Group, LLC
Founder, Teece Family Vineyards & Vomo Island Resourt
“One of the world’s top fifty business intellectuals” - Accenture
David J. Teece is a serial entrepreneur, Distinguished Scholar of Strategy and Innovation at the University of South Florida, and Professor of the Graduate School at the University of California, Berkeley. He is the author of over thirty books and two hundred scholarly papers and co-editor of the Palgrave Encyclopedia of Strategic Management. Dr. Teece has received nine honorary doctorates and has been recognized by Royal Honors.
“[Succession, Inc.] helped our family business find a deeper level of cohesion and connection. We would not be where we are without all they brought to our family dynamics.”
- Sunnah Stokes, NextGen CEO, DoUnto
“[Spinnaker] was invaluable in guiding us through what had previously been a slow, difficult process. We are grateful for their support not only of me but of my father with his health issues.”
- Anonymous Family Business Successor
Frequently asked questions
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While the primary focus of the accelerator is on NextGens, we recognize the importance of family alignment and involvement. In certain cases, family members can be integrated into the process as part of the Holistic Prosperity Model, ensuring the vision and goals of both the NextGen and their family are aligned to support long-term success. We believe that strong family dynamics are essential for sustaining generational wealth and leadership. We also offer “NGFA” for families seeking transformation amongst multiple stakeholders wishing to support your projects and achieve a greater degree of family agency, harmony and impact.
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Yes! Even if you don't have a clear business concept, the accelerator will help you uncover your strengths, passions, and entrepreneurial potential. We work with you to explore business ideas that align with your values, and provide the mentorship and strategic direction needed to validate and refine your ideas. You’ll leave with clarity on your direction, even if it’s an idea in the early stages.
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“If you can’t measure it, you can’t improve it” - Peter Drucker
Success is measured using state-of the art psycho/bio-metrics and by the progress participants make in developing their venture, baselined according to their initial projections.
The skills and confidence they gain in leadership and business management, and their ability to secure capital or funding - not to mention an epic team - will serve them well for life.
We track milestones and outcomes, including your pitch readiness, G2M strategy, and venture validation, while providing ongoing feedback to ensure you're on track to achieve your goals.
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In case you don’t get the reference, suffice it to say we won’t be adding too much to your plates. Expect 5-8 hours max of assignments, challenges, inquiries, and remote content to watch (aka videos & podcasts). We want you to have fun with this challenge but not burn out.
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When one door closes, another opens: After completing the accelerator, you have the option to continue working with us through a customized integration & ongoing support program. This includes additional coaching, scaling support, and/or connecting with mentors in our extended network. You’ll also be able to join future cohorts as we develop additional accelerators for projects that are further down the track.
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The accelerator is designed as a 12-week program with clear milestones each month, including an intensive retreat phase and action items for venture development. By the end of the program, you will have a validated business model, a pitch ready for investors, and the tools to launch your venture or expand it into the market. The pace is rigorous, ensuring participants make significant progress in a short time. That said, if you don’t feel ready for a soft-launch, we’re here to help you get the rest of the way there.
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To apply, simply fill out our application form where we’ll assess your goals, experience, and readiness.
We select participants who demonstrate leadership potential, a willingness to grow, and a clear drive to create a meaningful impact.
Once admitted, you'll receive further details about the program, including payment structure and dates for the next cohort!
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The accelerator combines both remote learning and in-person immersion. We begin with an online cohort experience, including workshops, 1:1 coaching, and group sessions. Then, we move into the in-person retreat phase where you’ll deepen connections, refine your business idea, and receive hands-on support. Depending on the format and preferences, some elements of the program can be done remotely.
