Value Series for Private Business Owners: Getting Your House in Order – Preparing for Business Succession

We invite you to join our live webinar for an engaging, informative and illustrative discussion on steps to take for effective business succession planning and ultimate transition. Every business owner faces the challenging task of planning the future of their business. For most, this is a daunting task and business owners procrastinate or don’t know where and how to begin. Our specialists will share best practices to assist owners in preparing for their personal and business succession needs.

Key Topics: 

• The emotional and relational dynamics involved in transition.
• Strategic and financial business decisions needed to prepare for succession.
• Personal and financial wealth transfer considerations.
• Creating a roadmap for a successful succession process.

Featured Speakers:
Thomas D. Davidow, Ed.D., Founder and Principal, Thomas D. Davidow & Associates
John Shillingsford, CPA/ABV, CFE, Partner, PKF O’Connor Davies
Maria Bronzi, Partner, Strategic Alliances, Altium Wealth

Host:
PKF O’Connor Davies
Cynthia Adams Harrison, Ed.D., LICSW, Managing Director, Center for Private Business Owners

Who Should Attend:
Anyone that owns a private business, is a partner or family member working in one. Employees in a key senior leadership role or is an advisor or consultant to a privately held enterprise.