Name: Succession Planning: Understanding and Executing an Internal Transition vs. an External Sale
Uploaded: 2023-06-08T13:29:25.472Z

Event Session

This session will help make the distinction between succession planning and sale planning, two things that are often conflated. Speakers will focus on the decision-making process leading up to a potential deal—whether that’s an internal or external sale. How viable is a sale to an internal partner? How does a founder start thinking about the process to set everyone up for success? Those questions, and more, will be addressed.

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Diana Britton

Managing Editor

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Doug Johnson

Managing Director

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Russell Skibicki

CFP®, CEPA® Senior Consultant Succession & Acquisition Planning

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Succession Planning: Understanding and Executing an Internal Transition vs. an External Sale

Practice Management