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October 2019

Firm Ownership Transition: Planning for Success

October 23 @ 8:00 am - 12:45 pm

This is the second of three Sessions for Small Firms offered in 2019. FIRM OWNERSHIP TRANSITION: PLANNING FOR SUCCESS How do firms succeed in transitioning ownership and leadership? What options are available to a firm founder who is approaching retirement? How can internal transition be made attractive and affordable? How can successors truly leverage the knowledge and connections of the founder? We will explore these questions and others with case studies and interactive scenarios, including how to manage the risk…

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