Getting firm ownership transition right is the most important thing you can do to secure your retirement and ensure a bright future for your longtime staff. 

But since you're likely only doing this once in your career (and face it, you haven't made a hobby of corporate finance), how do you ensure your transition is successful?

Join Alexander Tepper to examine key concepts of ownership transition in clear, non-technical language, and learn what to do in the 5-10 years before your retirement to ensure a successful transition and reap the value you have worked so hard to build. This 90-minute session will cover both the financial and leadership aspects of transition and will include a number of exercises to help you assess your firm's transition readiness.

TAKEAWAYS:

• Take a closer look at stock ownership and why it is valuable
• Learn how to plan in advance to set the conditions for a successful ownership transition
• Identify how ownership transition can be financed without putting undue stress on new shareholders or the firm’s cash flow