As more generations take on leadership roles in our firms, many owners are looking to shift their ownership structure, but lack knowledge on how these shifts will impact their businesses. Leaders often grapple with communicating the change to staff, guaranteeing buy-in, and ensuring their new structure is a good fit for their culture. Presented as a virtual, four-part series, Navigating a Change in Ownership will detail the various options available to owners looking to grow their business or change their current structure, while guaranteeing a smooth transition for staff, clients, and their bottom line.
Understanding the Key Benefits of Ownership in Mergers and Acquisition
January 16, 2025, 1:30-2:30 PM Eastern
Learning Objectives:
- What are the key considerations when making the decision to sell to or merge with another company?
- Change management- how does a leader effectively usher in the next stage with clients?
- What are the best strategies for retaining employees and maintaining key aspects of the original culture?
Presenter: Matt Fultz, Matheson Financial Advisors
*The recording for each part will be added to the class materials the following day.
>>Interested in attending the full series? Click here to register and save 10% on our regular online class pricing!
Can’t join us for the full series? Click below to register for one class.