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03/16/2021

Webinar replay: Ownership transfer do's and don'ts

Click image for access to the replay.

Stratus Wealth Advisors' three-part series on succession planning wraps up with a discussion on succession planning journeys.

Sam Brownell, managing director of Stratus, and Robert Debs, vice president of Nation's Best Holdings, shed insights on pre-transition checklists, change of ownership best practices and event what to avoid when selling a company. 

The webinar is moderated by HBSDealer's Ken Clark. Registration for the webcast for free. Sign up here to watch and learn.