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Concurrent Session Onsite and Online

EDG2313. Succession Planning - A Young Owner's Perspective

Come hear a tale of two succession transitions, told from the younger partner's perspective. We'll cover the good, the bad and the oh so ugly! Walk away with tips to give you every chance of a smooth transition and understand potential pitfalls to avoid at all costs.

Learning Objectives:

  • Identify the do's and don'ts of succession planning
  • Analyze a perspective of succession planning from the buyer's standpoint
Date/Time
CPE Credits
1.5
NASBA Field of Study
Business Management & Organization
Level
Intermediate
Prerequisites
3-4 years in the Profession
Advanced Preparation
NA
Session Tags
EDG