Enterprise University: Succession Planning Strategies


Succession Planning Strategies at Enterprise University

Affinity Law Group partner Kathleen Bilderback will present this course that provides an overview of succession planning options for the closely held business. Sales to existing business partners, third party sales, management buy-outs and sales to Employee Stock Ownership Plans (ESOPs) will be reviewed and discussed. At the end of this workshop, business owners should be able to: (A) assess their individual readiness for succession planning, (B) distinguish between the various planning options available to them, and (C) understand the next steps to move from assessment to implementation.

Session: Wednesday, May 13, 2015, 8:00 – 10:30 am