Succession planning is an essential part of doing business, no matter how certain your future appears. It's easy to put off planning when everything seems to be going so well, right? Wrong. Now is the time to begin succession planning.
On March 31, a panel of experts discussed the keys to creating an effective succession plan. View the video where we discussed:
* Examples of where business owners were unable to sell their business due to poor succession planning
* Designing and implementing a succession plan
* What you need to know when preparing to sell your business
* The importance of proper legal documentation for your succession plan or business transfer
*
Each participant will provide a brief overview in their area of expertise and then we will open the session to questions.
Panel Participants:
* Scott S. Ciullo, CFS - Registered Representative Plan Member Securities
* Joel Schultz - Michigan Small Business & Technology Development Center
* Taylor A. Klipp, CLU - Northwestern Mutual Financial Network
* Danielle M. DeRosia - Steward & Sheridan, PLC
Loading more stuff…