10 Steps to Developing the Right Succession or Transition Plan for You

Effective succession planning is essential for every business, especially in times of crisis. No matter the size of your organization, it is imperative to have talented and trained employees ready to fill key roles.

During this webinar, we will provide important information and answer questions that will help you prepare for an eventual transition or succession, whether it is to a family member, management, or a third-party buyer. Additionally, all attendees will be eligible to receive a complimentary assessment session, along with a custom report with recommended actions for your business.

Key Points:

• How to choose between succession, transition, or a sale
• ESOP & other financing options – pros & cons
• 9 key drivers to maximize the value of your business
• 5 factors to consider while selling your business