Business Succession Planning
presented by Jane Higgins Marx
Business succession planning is the process of preparing for the continuation of a company through the transition of management and transfer of control. The oft-recited definition of business succession planning makes it sound so easy. In practice, business succession planning is anything but easy and an art more than a science. Every company is different and every owner is different. The myriad of personal, tax, corporate and legal issues cause the majority of business owners to start the process and set it aside. This session discusses the exit strategy (Sale vs. Transfer) and the steps to consider to prepare for the transition and to develop a successful strategic plan for business succession.
– 1 hour Ohio Insurance CE pending
– 1 hour CFP CE approved
– 1 hour CLE CE pending