Succession Planning

Event description

This workshop is designed to help business owners, executives, and HR professionals understand the importance of preparing for transitions—whether planned or unexpected—and to develop a roadmap to facilitate the transfer of a business to different ownership. Participants will learn:

• What succession planning is and why it matters for long-term business sustainability.
• First steps necessary to implement any succession plan and how to identify considerations that may be impacted by the business structure or size.
• Legal and financial considerations, including options for ownership transfer, tax considerations, and estate planning for family-owned businesses.

By the end of the workshop, attendees will have a clearer understanding of how to proactively prepare for leadership transitions and safeguard the future of their business.