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

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Business succession planning: Your route to readiness on your own terms
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Determining the value of your business
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Maximizing exit value by building and retaining
your team
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Saving taxes in ownership transfers and investing proceeds wisely
Jason Baum offers securities through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor. Insurance services offered through Rehmann Insurance Group. Certified Financial Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.