Succession Planning as Good Business Strategy

Event Detail
  • Date
  • April 27, 2022
  • 3 – 4 p.m. ET
  • Location
  • Webinar
  • Hosting, Speaking

Every business is different and every family is different. However, when it comes to a business transition, there are three forms of readiness that all owners need to consider — personal, financial, and business.

It is never too early to start planning. Whether you plan to transition to a family member, your management team, or an outside purchaser — you want the value of your business.

Learning objectives

  • Learn the right time to start transition planning, how the planning process starts, and how to identify goals and develop a plan to get you there.
  • Determine your business (and personal) readiness for transition.
  • Learn how succession planning is more than just ownership transaction. Attendees will hear strategies and approaches for how to transition employees in key leadership roles.
For more information:
Peter Loftus

Experience the CLA Promise