How to Find “Success” in Ownership Succession

Wednesday, October 10, 2018 1:30 PM - 3:00 PM (Eastern Time (US & Canada))

Register Now

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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

>> Nearly all ACEC online classes are recorded for our on-demand library. Purchase now to view later!

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.

TAKEAWAYS:

  • Examine the underlying business factors that impact value
  • Explore common methods for internal ownership transition, expansion, and succession
  • Identify the various needs and desires of different generations of sellers and buyers

 

Registration:
ACEC Members: $229
Non-members: $329

Click here for the faxable registration form
>> Click here to register.

 

Contact:
Maureen Brown
202-682-4349
education@acec.org

 

 

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