Achieving Successful Succession

L (1.5)
Main
5/15/2019
4:00 PM - 5:15 PM
Two of the authors of Success & Succession, Eric Hehman and Tim Kochis, will lead an interactive discussion of the key ingredients in making your firm’s management and ownership succession actually work well. Whether an internal transition or some form of external transaction, you’ll learn how all three components – operational, financial, and emotional – come into play. Eric and Tim will explore the crucial distinctions between management (control) transitions and the transfer of ownership interests, which often involve different people, different purposes, and different times. Most important, you’ll learn that having an articulated plan for succession broadens your array of choices and improves your likelihood of success.

Get Ready to Learn, Transform and Grow!

2021 NAPFA Spring Conference