Succession & Continuity Planning – A Look at Key Components

Date:  Thursday, June 15, 2017
Time:  10–11 a.m. Central time
CPE Credit:  One CPE credit in the Specialized Knowledge field of study may be awarded upon verification of participant attendance.
Presenters:  Shari Hoffman

Shari Hoffman

Managing Director

Wealth Advisors

BKD Family Office

910 E. St. Louis Street, Suite 200
P.O. Box 2202
Springfield, MO 65801-2202 (65806)


, Tony Giordano

Tony Giordano

President & Managing Director, BKD Corporate Finance

Corporate Finance

Manufacturing & Distribution

1801 California Street, Suite 2900
Denver, CO 80202-2606


, Francis Godfrey

Francis Godfrey



Financial Services

One Metropolitan Square
211 N. Broadway, Suite 600
St. Louis, MO 63102-2733

St. Louis

, Susan Jones

Susan Jones



BKD Family Office
Private Client Services

One Metropolitan Square
211 N. Broadway, Suite 600
St. Louis, MO 63102-2733

St. Louis

 & Alan Taylor

Alan Taylor



360 E. 8th Avenue, Suite 201
P.O. Box 1196
Bowling Green, KY 42102-1196 (42101)

Bowling Green

Surveys show that privately owned businesses view succession and continuity planning as one of their most important issues, but do they know the keys to success? Join us for a complimentary webinar on different components to consider when planning for a business transition. Panelists will walk you through the transition process, subsequent life events and financial needs. They also will discuss the importance of a lifestyle needs assessment, wealth planning and family office matters and handing the reins to the next generation. The panel will take live questions from the audience, as well.

Learning Objectives

Upon completion of this webinar, participants will be able to:

  • Discuss the importance of succession and continuity planning
  • Identify a successful plan’s key components
  • Recognize the importance of a lifestyle needs assessment

CPE Information

Audience:  Business owners, founders, co-founders, CEOs, CFOs, attorneys, bankers and investment bankers
Program Level:  Basic
Delivery Method:  Group internet-based
Advance Preparation:  None
Prerequisites:  None
Refund Policy:  There is no fee associated with this webinar.


Contact Information
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at training@bkd.com or 800.472.2745.


BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:  www.nasbaregistry.org.

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