In addition to causing major disruptions to businesses, the COVID-19 pandemic may have set back transition plans or roused the procrastinating owner who now feels compelled to address long-range succession planning. Join our trusted advisors for this insightful webinar as they share succession planning tactics and lessons learned from their experiences working on transition plans with owners, families, and CEOs.

Learning Objectives

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

• Explain the first steps you must take to break inertia
• Recognize that fears and uncertainties are typical and there are solutions to help you move forward with enthusiasm and confidence
• Identify that planning can provide peace of mind but does not equal a mandatory trigger event; you can change your mind
• Recognize steps to help achieve a clear plan that aligns with your goals and objectives

For more information on this topic, check out these articles from our BKDnext® team:

• Breaking the Inertia – Developing a Succession Plan amid a Pandemic
• Looking Back: Business Planning for Transferable Value
• You’re Not Getting Any Younger—Plan for Your Future Now