Business Succession Masterclass SLC

Salt Lake Valley, UT

Designed exclusively for established business owners along the Wasatch Front, The Legacy Blueprint offers a clear, structured roadmap to transition from a daily operator to a true visionary leader. Guided by a trusted advisor, this premium four-session cohort reframes how you look at the future of your enterprise. Instead of studying abstract management theories, you will begin on day one by designing your ultimate destination: a comprehensive 5-year succession plan. By combining proven organizational frameworks with deep personal insights, this masterclass empowers you to build an autonomous, values-driven company that thrives independently. Expand your leadership capacity, empower your team, and intentionally cement your legacy alongside an intimate peer group of like-minded entrepreneurs.


Curriculum:

Session 1: The 5-Year Journey Plan: We begin by defining your ultimate destination. You will immediately map out a comprehensive corporate succession plan that outlines how your organization operates and scales seamlessly without your daily intervention. This intentional exercise reveals critical operational areas where your leadership can be effectively decentralized.

Session 2: The Leadership Evaluation Audit: With your future roadmap established, we evaluate your team’s current alignment. Utilizing targeted behavioral insights, you will identify high-potential leaders within your organization, uncover hidden talent, and build a tailored mentorship strategy to prepare your successors for professional advancement.

Session 3: Empowering an Autonomous Culture: True growth requires a corporate culture rooted in shared responsibility. In this session, you will learn to implement clear accountability loops and motivational frameworks. We design the supportive operational ecosystem needed to confidently hand off daily decision-making to your trusted team.

Session 4: The Law of the Lid (The Core Fundamentals): Our journey culminates by focusing on the foundational bedrock of all success: your personal leadership growth. Grounded in time-tested principles of intentional development, you will define your core values, master the art of structured delegation, and achieve the mindset shift required to lead from a higher vision.


The Investment

SessionFocusInvestment
Session 1 The 5-Year Journey Plan$ 1,125
Session 2 The Leadership Evaluation Audit$ 1,125
Session 3Empowering an Autonomous Culture$ 1,125
Session 4 The Law of the Lid (The Core Fundamentals)$ 1,125
Total3 hours
per session
Total 12 hours
$ 4500

The Foundation

The true distinction of this experience lies in its deeply practical, relationship-driven learning model. We bypass generic academic lectures to focus immediately on your real-world organizational needs. By starting on day one with your macro 5-year exit strategy, we quickly uncover the core leadership truths required to make that vision a reality, ensuring every insight is instantly applicable. Furthermore, the curriculum is uniquely anchored in the globally recognized The Maxwell Method, providing you with a time-tested, values-based approach to professional advancement. This isn’t just an educational seminar; it is a collaborative space where you are paired with a seasoned guide to systematically unlock your organization’s potential, beautifully balancing corporate mechanics with profound personal growth.


Meet Your Host


Your experience is facilitated by Russ Simon, an Executive Director with the Maxwell Leadership Certified Team. Russ is a premier leadership guide dedicated to helping business owners achieve their personal and professional goals along the Wasatch Front. Utilizing the global Maxwell Method, he specializes in professional development, executive coaching, and team optimization. With an advanced background in Educational Psychology from the University of Utah, Russ brings a deeply supportive, insightful approach to understanding human behavior, empowering executive tiers, and helping founders navigate their road to long-term success with absolute clarity and confidence.


Come Prepared With

  • An open mind ready for reflective personal and professional growth.
  • Your current corporate organizational structure.
  • A broad overview of your company’s core operational goals.
  • A laptop or notebook for drafting your strategic roadmap.

Provided For You

  • A personalized, comprehensive Maxwell Leadership 360 Assessment.
  • OfficialThe Maxwell Method leadership workbooks and resources.
  • A premium, multi-course catered fine-dining experience during every session.
  • Curated beverage pairings, local refreshments, and dedicated hospitality..

About The Setting

Hosted in an elegant private executive boardroom in the Salt Lake Valley, the space offers an inspiring setting with panoramic views of the Wasatch Range. It provides a sophisticated, welcoming environment perfectly suited for deep reflection and authentic peer collaboration. Complimentary valet parking is provided at the main entrance. Upon arrival, please check in with the concierge to be smoothly escorted to our top-floor executive suite.

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FAQ

What is included in my initial reservation?

By default, your reservation secures Session 1 of the Comprendate. To book the full journey as outlined in the Investment section, simply select the additional sessions during the reservation process.

What is the Community Investment contribution?

A small contribution that fuels the Comprendate ecosystem, ensuring safe connections, quality host vetting, and a vibrant community where curiosity and passion can thrive. The contribution is a flat $12 per booking.

How do I reschedule, cancel, or request a refund?

To reschedule or cancel your Comprendate booking, please message your Host directly. Guests receive a 100% refund for cancellations made at least 12 hours in advance. For additional details, please refer to the Comprendate Promise.

How do I find the meeting location?

Once you reserve a time slot, the Host will send over a welcome message with the precise address and everything you need for a smooth arrival.

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