Rethinking Succession: Employee Ownership for Licensed Professionals
Rethinking your succession plan can open new possibilities for the future of your practice and the people who help it thrive. This webinar introduces employee ownership as a practical, mission-aligned path for licensed professionals in the mental health field and other practice areas who are interested in transition. You will hear directly from experts in employee ownership, including a therapy practice owner who completed a successful employee ownership sale in 2025. This webinar offers real-world insight into how this process works and what to consider.
Whether you are exploring long-term succession, preserving your legacy, or supporting continuity of care for your clients, this session will provide valuable perspective and actionable guidance for both owners and their advisors. Join us to learn how employee ownership can support a thoughtful, values-driven transition.
Webinar Details
Rethinking Succession: Employee Ownership for Licensed Professionals
Tuesday, March 10, 2026 via Zoom
10:00am Pacific Time / 1:00pm Eastern Time
Featured Panelists
Sarah Kaplan, Managing Partner
PathLight Law
At PathLight Law, we focus on entity structuring and capital raising. We work with our clients to build inclusive economies in which all people can participate, thrive, and build wealth.
Josh Hetherington, LMFT
Chicago Center for Relationship Counseling, An Employee Owned Co-Op
Chicago Center for Relationship Counseling works to help clients, therapists, supervisors, administrative staff, and students move towards wellbeing by understanding their strengths, resources, and constraints. Their practice strives for equitable change, working towards dismantling and challenging systems that oppress human identities.
Laura Flores, Senior Client Services Manager
Project Equity
Project Equity is a national leader in the movement to expand employee ownership, helping workers become owners, boosting businesses and creating lasting local wealth.
This free, online event is designed for practice owners in the mental health field and other licensed professional practice owners, and their advisors, who want to explore employee ownership as a succession strategy. Register by March 6, 2026 to secure your spot.