Webinar Alert: The journey of succession planning

3/4/2021

The three-part series on succession planning is wrapping up with a peer discussion on personal succession planning journeys, moderated by Stratus Wealth

Topics we will focus on include:

  • How buyers were selected;
  • How owners arrived at a valuation for their businesses;
  • What steps they took to mitigate taxes and protect their families;
  • How and when they discussed the transition with employees and lessons learned. 

Join us on Tuesday, March 16 at 11 a.m. EST  learn from and ask questions of your peers, and be better prepared for your own ownership transition.   

Registration for the event is available here


 

 

X
This ad will auto-close in 10 seconds