Wednesday, October 10, 2018 1:30 PM - 3:00 PM (Eastern Time (US & Canada))
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This online class carries 1.5 PDHs (Professional Development Hours).
Curriculum Track: Leadership
Member Organization: National Events
Faculty: Matt Fultz, CPA, Matheson Financial Advisors
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Too many business owners find themselves in a daily grind of responding to “urgent” client emails and tending to day-to-day issues, putting ownership succession planning on the back burner.
Don't wait until it's too late. With proper upfront planning and routine maintenance, your firm can develop a successful internal transition plan, allowing founders and/or owners to plan for retirement while laying the foundation for new owners to be successful.
Join Matt Fultz to discuss internal ownership succession and identify the tools used by firms to balance the needs of sellers, buyers, and the company.
ACEC Members: $229