Part 1 (1/21) : Laying the ground work for Holistic Succession Planning – successors, exploring the financial and legal aspects for getting your company ready for valuation.

Part 2 (1/28) : Exploring ownership transfer options (private equity, M&A, ESOPs). Managing the communication process.

Part 3 (2/4) : Looking ahead and anticipating results. Discuss lessons learned from those who have gone through succession planning.

Suggested Attendees:

• Business Owner/CEO
• Chief Financial Officer
• Human Resources Director
• Legal Counsel