Business succession: What's your plan?
According to U.S. Trust’s Wealth and Worth Survey, nearly two-thirds of business owners do not have a business succession plan in place. Since most business owners rely on their companies for income, the lack of planning means their main source of income could be in jeopardy. Have you considered what your organization's future may look like?
We've tackled the most common questions and concerns related to succession planning. Watch our four-part webinar series below and gain useful insights on a variety of topics.
Meet our presenters:
Mary Van Skiver, CPA, MBA, PHR, CEPA
Heidi Bolger, CPA/ABV, CM&AA, CGMA
Greg Light, CFA, ASA
Cathy Shoemaker, CPA, MBA, MST
Jason Baum, CFP®, CHFC®, MBA