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Getting firm ownership transition right is the most important thing you can do to secure your retirement and ensure a bright future for your longtime staff.

But since you’re likely only doing this once in your career (and face it, you haven’t made a hobby of corporate finance), how do you ensure your transition is successful?

Join Alexander Tepper to examine key concepts of ownership transition in clear, non-technical language, and learn what to do in the 5-10 years before your retirement to ensure a successful transition and reap the value you have worked so hard to build. This 90-minute session willcover both the financial and leadership aspects of transition and will include a number of exercises to help you assess your firm’s transition readiness.


  • Take a closer look at stock ownership and why it is valuable
  • Learn how to plan in advance to set the conditions for a successful ownership transition
  • Identify how ownership transition can be financed without putting undue stress on new shareholders or the firm’s cash flow

Presenter: Alexander “Allie” Tepper, Morrissey Goodale LLC

Course Type

Online Class

Delivery Type

On Demand, Online, Self-Paced

PDH Credit


Price (Member)


Price (Non-Member)


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