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

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Succession Planning: Management and Ownership

Step 1

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