Ownership Transition: How to Design A Sustainable Program (Live Online Class)
$229 Member | $329 Non-Member
Credit
PDH Credits:1.5
Description
Wednesday, August 19, 2020, 1:30 PM - 3:00 PM (Eastern)
Not available for the live online class? Pre-order the on-demand recording!
It's never too early to start planning your firm's future, especially in the wake of COVID-19 when firm valuation may be more difficult to pinpoint.
Join Bill Mandel and Laura Howard to explore the process of creating an ownership transition program, the latest program trends, and common pitfalls that can derail your efforts to achieve a successful transition.
Bill and Laura will also discuss the impact on valuation of COVID-19 and PPP loans and walk you through how to:
- Design and implement an ownership transition program that best fits your firm’s values and culture
- Determine the value of your firm to maximize the firm’s worth
- Establish clear performance criteria for candidates for ownership and choose the appropriate mechanisms to transfer ownership from one generation to the next
- Identify and nurture the next generation of leaders
Presenter: Bill Mandel, Partner, and Laura Howard, Fox Rothschild LLP