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Business Succession Planning made simple

Series schedule:

Ownership and leadership transition – November 15, 2023 – 3:00 pm EST

Legal considerations and financial planning, including personal retirement planning – December 13, 2023 – 4:00 pm EST

Communication and continuation of operations, including employee transition  – January 10, 2024 – 4:00 pm EST

Client and supplier relations – February 7, 2024 – 4:00 pm EST

Timelines, milestones, and professional guidance through the process – March 6, 2024 – 4:00 pm EST


November 15, 2023 – Ownership and leadership transition

December 13, 2023 – Legal considerations and financial planning, including personal retirement planning

January 10, 2024 – Communication and continuation of operations, including employee transition 

February 7, 2024 – Client and supplier relations

March 6, 2024 – Timelines, milestones, and professional guidance through the process


You can register for the live discussion here: