Next Generation
Institute (NGI)®

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OVERVIEW

Next Generation
Institute (NGI)®

The Next Generation Institute™ helps family business owners, successors, and members navigate succession through honest conversations and practical insights. Register today to secure your spot.

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Why choose the Next
Generation Institute®?

What if you could speak to your family — your next generation successors — with complete candor, helping them finally understand what it means to you to turn over the family business you founded? Could you begin to visualize and plan for your next chapter? Are you ready for that?

Begin your family businesstransition journey with us.

Register Now
THE BENEFITS

Unlock Your Full Potential

with the Next Generation Institute™

Align your Vision

Bring your leadership team together to align on the future of your business and build a clear transition plan with expert guidance.

Build your Network

Invite both current leaders and rising successors to participate, ensuring everyone at the table is heard, valued, and aligned.

Learn from Experts

Work with regional family business experts and mentors who understand your challenges and offer strategies that work.

Unlock Results

Participate in 12 thoughtfully designed sessions—virtual and in-person—built to fit your schedule and deliver real-world results.

Develop an Action Plan

Build a practical transition plan that protects your business and honors your values, with expert guidance every step of the way.

Leave with a Toolkit

Complete the Member Alignment Profile™ (MAP) and walk away with a personalized toolkit to guide your journey.

Program Information

The Next Generation Institute™ is designed for owners and leaders of family businesses, their successors, and family members. They address tough questions, engage in honest conversations, and gain a comprehensive view of the succession journey. Learn more about the Next Generation Institute™.

What to Expect
Who Should Participate
Key Learnings
Program Format
Pricing Information
Register Now
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What to Expect:

ASSESSMENTS & OUTCOMES

Participants will take the Goering Center’s Member Alignment Profile™ (MAP) to establish your organization’s degree of alignment relative to the 10 Best Practices of Successful Family and Private Businesses. Individuals will also take the Myers Briggs Type Indicator assessment to facilitate the work we do relative to improving communication. Finally, we will explore your company’s ability to withstand the founder’s exit without compromising enterprise value.

Throughout the program, we will assemble the critical information needed by a successor in The President’s Book, a confidential document that captures the key relationships, accounts, and agreements governing the business, along with the family’s succession action plan.

CORE PRESENTERS AND GUEST SPEAKERS

Sessions are taught by experts in family business governance, transition planning, finance, tax, law, communication, business continuity and the dynamics of families in business together. We also feature guest speakers from regional family businesses who want to share what they learned through their succession experience.

FACILITATORS & FAMILY GUIDES

Experienced volunteers serve as mentors to your family and generational peer groups formed through the program, ensuring the content is actionable.

TRANSITION GUIDES

Transition Guides help families transition their family business from one generation to the next. The term “transition guide” has been coined over decades of administering the Next Generation Institute™, and it is a useful term to describe the person, hired by the family, to lead the body of work required for the change of ownership and management of a family business.

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Who Should Participate:

The Next Generation Institute™ is for owners and leaders of family businesses, their successors, and other family members who may or may not work in or have ownership interest in the business. The program shines a light on the issues that most do not anticipate in a caring, supportive environment, while equipping the family to take action when they decide the time is right.

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Key Learnings:

Regional experts, supported by seasoned family business mentors, will help you navigate the transition of ownership and management using our proven approach to succession. In an engaging, hybrid format, we will cover 12 critical topics that span three phases of succession planning.

ALIGN

  • Session 1 – Find Community
  • Session 2 – Learn to Communicate
  • Session 3 – Gain Consensus

DISCOVER

  • Session 4 – Explore Governance
  • Session 5 – Build Your Team
  • Session 6 – Educate Shareholders
  • Session 7 – Assess Readiness

EMPOWER

  • Session 8 – Create Redundancy
  • Session 9 – Build Value
  • Session 10 – Get A Game Plan
  • Session 11 – Make the Deal
  • Session 12 – Take “Ownership”
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Program Format:

OVERVIEW

The Next Generation Institute® is a hybrid program with 12 sessions offered annually: eight virtual (two hours each) and four in-person (half-day).

Virtual sessions are live-streamed and include breakout discussions with your family and peer groups. In-person sessions offer shared meals and deeper connections with other family businesses.

Virtual sessions are recorded for flexibility; in-person sessions are not. Participants are encouraged to attend all sessions.

2026-27 IN-PERSON SESSIONS

  • November 17
  • December 8
  • February 16
  • March 30
  • April 13
  • May 11

2026-27 VIRTUAL SESSIONS

  • January 5
  • January 19
  • February 2
  • March 2
  • March 16
  • April 27
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Pricing Information:

(G1: current owner, G2: potential next generation successor)

MEMBER PRICING

  • One G1, one G1 Spouse – no charge, and one G2: $7,500
  • Additional Member G1 or G2: $2,500 each

NON-MEMBER PRICING

  • One G1, one G1 Spouse – no charge, and one G2: $9,000
  • Additional Non-member G1 or G2: $2,750 each

Additional information

  • Primary G1 spouse included in base tuition. Max: 20 companies participating
Testimonials

Hear Directly From Our Members

Business professional in a suit standing confidently against a blurred background, showcasing a polished and sophisticated appearance.

“NGI has been a very rewarding experience for all of us. One of the themes and practices we consistently took away from each session is to have very open and honest communication within the family.”

Matthew Taylor

Manager of Talent Strategy, Crescent Corporation

NGI Graduate 2022

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“I learned that a family needs to embrace the business from a business mindset, not a personal mindset. Through the structure we learned, we can now carefully navigate issues so that my family members still talk to me.”

Mike LaRosa

LaRosa’s Family Pizzeria

NGI Graduate

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“It got us to really think about questions that we never thought about before. It forces you to stand back, look around, and see where you’re at and where you want to go.”

Braxton Smith

Glenny Glass

NGI Graduate 2022

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“We’ve learned so much from the people we’ve been in groups with. Everyone has their own interesting and insightful stories.”

Patrick Frasure

Vice President, Frasure Reps

NGI Graduate 2022

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“NGI helped us create a framework to articulate the right questions.”


Suzie Engel

President and Engineer, Motz Engineering

NGI Graduate 2022

Frequently Asked Questions

Find answers to your most common questions about the Next Generation Institute™.

The Next Generation Institute™ is designed for owners and leaders of family businesses, their successors, and family members. They address tough questions, engage in honest conversations, and gain a comprehensive view of the succession journey.

MEMBER PRICING

  • One G1, one G1 Spouse – no charge, and one G2: $7,500
  • Additional Member G1 or G2: $2,500 each

NON-MEMBER PRICING

  • One G1, one G1 Spouse – no charge, and one G2: $9,000
  • Additional Non-member G1 or G2: $2,750 each

Additional information

  • Primary G1 spouse included in base tuition. Max: 20 companies participating

Offered annually, this is a hybrid program consisting of 12 sessions: six are virtual, lasting for two hours, and six are in-person and a half day.

Virtual sessions are live-streamed from a professional recording studio and leverage Zoom breakout rooms for both family and small peer group discussions. In-person sessions include time for discussion over breakfast and lunch with your family or peer groups and provide the opportunity to build relationships with other family businesses. The virtual sessions help accommodate busy schedules and enable families to include those who travel or who are based outside Greater Cincinnati. Participants are expected to attend all 12 sessions if possible, but all virtual sessions will be recorded for those with scheduling conflicts, and for participants’ ongoing reference. In-person sessions are not recorded.

2026-27 IN-PERSON SESSIONS

  • November 17
  • December 8
  • February 16
  • March 30
  • April 13
  • May 11

2026-27 VIRTUAL SESSIONS

  • January 5
  • January 19
  • February 2
  • March 2
  • March 16
  • April 27

Goering Center Transition Guides

Goering Center Transition Guides are individuals with personal and professional experience with family business successions, with transition planning and the implementation process. Learn more about our Transition Guides today.

Learn More
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Interested in the Next Generation Institute®?

Interested in being apart of the Next Generation Institute™? Fill out our interest form and a member of our team will be in touch.