Succession & Continuity Planning – A Look at Key Components

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

Kate & Ben — How can we help you? Contact Us!

How can we help you?