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Join Pare Corporation’s CEO and the financial advisor who helped the company on their successful journey of transitioning ownership to the next generation. During this 60-minute session, you’ll learn about the strategies considered and the ones used in this successful transition.


  • What types of strategies available to transition ownership internally.
  • The plan that is best for your company depends upon the strategies that best match the Company’s combination of ownership philosophy and compensation philosophy
  • The right solution may be multi-layered structure
  • A best practice to get employee support for the strategy is to survey the key participants to provide them an opportunity to have input into the design and to help sell the strategy

Presenters: Tim Cleary, Managing Director, Chartwell and Larry Riggs, CEO, Pare Corporation

Course Type

Online Class

Delivery Type

On Demand, Online, Self-Paced

PDH Credit


Price (Member)


Price (Non-Member)


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