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Wednesday, September 27, 2023, 1:30 PM – 2:30 PM (Eastern)

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

Putting a square peg into a round hole. Using a hammer when you need a screwdriver. Is it possible that your ownership transition program could be enhanced simply by using better tools for the job? This session will serve as a primer to develop your first ownership transition plan or to re-calibrate and enhance your current ownership transition plan. We will spend a little time exploring a lot of ownership transition tools with the goal of being able to navigate through the alternatives and build an ownership program that works for your firm.

Learning Objectives

  • Understand and develop questions to ask key stakeholders (Board, shareholders, future shareholders) and advisors to determine goals and objectives of ownership transition.
  • Define (at least ten) various equity-based alternatives and understand which are the right (and wrong) tools for your firm.
  • Learn strategies to provide ownership through compensation.

Presenters: Joseph Skorczewski, Managing Director, Chartwell and Tim Cleary, Managing Director, Chartwell

Event Type

Delivery Format


Date & Time

September 27, 2023
1:30 pm
- 2:30 pm




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