About the Program
As small and middle-market businesses continue to grapple with deep uncertainty surrounding public health and economic activity, the need to step back and evaluate their business succession plans has never been greater.
Presenters will provide both practical and legal guidance on some fundamental considerations for an effective succession plan, including:
• Business valuation
• Identifying potential successor owners and their priorities
• Economic vehicles and legal contracts to fortify an optimal succession
• Relationships between business succession and personal estate planning, including tax efficiencies
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