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Wednesday, October 4, 2023, 1:30 PM – 3:00 PM (Eastern)

Not available for the live online class? Pre-order the on-demand recording!

This presentation will explore the latest trends in ownership transition and help firms avoid common pitfalls that can derail efforts to achieve a successful transition—including waiting too long to develop a plan, selecting the wrong candidates for ownership and overvaluing the firm making the investment by worthy candidates unaffordable. The panelists will illustrate creative ways in which senior principals may further enhance the value of the transition process using appropriate succession mechanisms, including internal transitions, ESOPs, Mergers & Acquisitions, or a combination of these strategies.

Learning Objectives:

  • How to design and implement an ownership transition program that best fits your firm’s values and culture.
  • How to maximize your firm’s worth.
  • How to create an owners bonus pool that is fair to existing and new owners.
  • Ways to establish clear performance criteria for owners and candidates and choose the appropriate transfer mechanisms.

Presenter: Bill Mandel and Syvia Magid, Fox Rothschild LLP

Delivery Type

Live, Online

PDH Credit


Price (Member)


Price (Non-Member)


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