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Succession Implementation Ideas

Posted: December 11, 2020 at 11:34 am   /   by   /   comments (0)

Succession Implementation Ideas HANDOUT.PDF <Handout is password protected: Opens with the password for the show (case sensitive)>

Description: This webcast will cover key initiatives that firms should understand to better prepare for the succession of their owners who may be retiring soon. This session will take a deeper dive into the areas of greatest concern that Bill, Dom and Tommye believe firms should address, based on the highlights found in the 2020 survey. The content covered in this webcast focuses directly on the most important steps that must be taken now to ensure profitability, transition of ownership and long-term sustainability.


  • Key initiatives
  • Profitability
  • Transition of ownership
  • Long-term sustainability

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