How to Create a Successful Succession Plan (Forward Thinking Seminar Series)

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A successful transition of your business isn’t planned at the end, rather proper planning starts at the beginning. Don’t wait until you are nearing retirement to begin the conversation of the future of your company. Invest in the future of you and your company today by attending this seminar where we will review the process and steps essential to ensure a successful transition.

Learning Objectives:

• Understanding the lifecycle of succession planning
• Identifying where you are in the lifecycle
• The importance of having succession planning talks with your executive team

Agenda:

12:00-12:15 – Lunch
12:15-12:50 – Program
12:50-1:00 – Q/A

About the Presenter:

Nick Pharo, Manager, CPA, has public accounting experience including attest and business advisory service to closely-held businesses. He has experience in the areas of manufacturing and distribution, construction, not-for-profit, governmental, retirement plans and is currently involved in the firm’s Manufacturing and Distribution Service Group. Nick’s passion is working with client’s on their succession plans to help ensure a smooth transition once the time comes.