Retirement Plan Event: Guiding Your Company Through Succession/M&A Strategies

Whether an organization is multi-generational, newly formed within the past five or ten years, or previously acquired, every business owner eventually faces a transition. There are many considerations when it comes to the succession of your company. How does succession planning and M&A activity affect the organization’s retirement plan(s)? What are the considerations for the acquirer and the seller? Does it matter if it’s a stock purchase or asset-based deal?

Listen as we discuss the effects of succession planning and M&A activity on your organization’s retirement plans. We hear from experts from VonLehman CPA & Advisory Firm, Graydon, and HORAN as they answer your questions and give insight into the real-life examples they have experienced over the years.