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Present

Build Value Today

Future-Proofing Your Construction Firm:
Practical Succession Planning for Sustainable Growth

A free webinar on practical succession planning and business growth for builders and contractors.

Don't have time to watch the whole webinar now?
We can send it to you so you can watch it at a better time.

Protect Your Company’s Value. Strengthen Your Leadership Bench. Plan Your Next Chapter. 

Get the best advice on how to address an aging workforce, rising insurance costs, leadership gaps and increasing business complexity. This webinar will give you the tools you need to start building more strength into your business and get it ready for the future. 

In under an hour, you’ll learn: 

  • Why most succession efforts fail—and how to avoid it 
  • What strong financials, tax strategy, and job costing must look like before transition 
  • How to build and evaluate your leadership pipeline 
  • How to approach internal succession, family transition, MBO, ESOP, and external sale 

You'll leave with a simple 5-step roadmap you can immediately apply to your business.

Meet the Succession Planning Experts

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Webb Sheppard, CPA

Partner, Leader of Construction Services

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As a CPA and consultant with nearly 15 years of experience, Webb has earned the trust of clients from a broad range of industries. His primary focus is serving the needs of construction-related companies. 

The leader of our firm’s Construction Services Team, Webb has helped many industry clients with audits/reviews/compilations, tax planning and compliance, bonding and surety support, revenue cycle enhancement, transition planning and more under tax, outsourced accounting and fractional CFO services. He is a member of Construction Industry CPAs and Consultants (CICPAC) (including the CICPAC Emerging Leaders group) and the 

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Bob Weinhold,  

Partner, Head of Executive Coaching and Family Business 

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Bob is a seasoned executive and trusted advisor with CEO and COO experience who helps leaders, families, and organizations achieve transformational results. As a Partner at Velocity Advisory Group, he leads the Executive Coaching and Family Business practices, drawing on decades of leadership, performance psychology, and advisory expertise. Bob has guided dozens of prominent family businesses and works closely with C-Suite leaders across publicly traded companies, private equity firms, and multigenerational enterprises. Known for his ability to connect deeply while driving measurable outcomes, he supports clients through succession, M&A, leadership development, and organizational transformation, providing clarity, alignment, and long-term sustainability for the leaders and organizations he serves. 

Talk to one of our experts

James Moore Services

  • Tax Planning & Compliance
  • Assurance
  • QuickBooks & Accounting Support
  • Business Advisory
  • Transition Planning
  • HR Solutions
  • Technology Solutions

Velocity Advisory Group Services