Succession Planning: Management and Ownership
ABOUT
Business:
- Business Transition Process
- Starting the Conversation
- Transition Options & Considerations
- Strategic Planning - Options for Selling or Transitioning
- Stock sale vs. asset sale
- Balance sheet impact
- Tax Implications
- Connelly v United States
- Retain Top Talent
Emotional & Personal:
- Emotional
- Family Dynamics
- Personal Growth
- Personal
- Balance Sheet
- Financial Independence
- Crisis Planning
INSTRUCTORS
jdesoto4
REWARDS
Everyone who has completed all steps in the program will get a badge.
Succession Planning: Management and Ownership
Step 1
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