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The Anatomy, Math and Process of Business Succession Planning

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Transitioning a business includes a myriad of decisions and potential transition strategies, which can be overwhelming for business owners.  Jeff and Melisa will provide an overview of the business succession process, discuss the pros and cons of each of the 10+ transition options (internal and external), walk through the math from a shareholder perspective, and share a collaborative process to help you and your business owner clients navigate the murky waters.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)

Presented by: Jeffrey Kates, MBA, CEPA and Melisa Silverman, JD, CEPA, CVA, SBA, CMEA

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Description

Transitioning a business includes a myriad of decisions and potential transition strategies, which can be overwhelming for business owners.  Jeff and Melisa will provide an overview of the business succession process, discuss the pros and cons of each of the 10+ transition options (internal and external), walk through the math from a shareholder perspective, and share a collaborative process to help you and your business owner clients navigate the murky waters.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)

Presented by: Jeffrey Kates, MBA, CEPA and Melisa Silverman, JD, CEPA, CVA, SBA, CMEA