Webinar: Small Business Series: Succession Planning

Description

For most family-owned and closely held businesses, planning for succession is the toughest challenge they face. Developing a successful generational transition is often the issue that most concerns owners who hope their creation will thrive into the future. However, succession planning can also be a great opportunity to develop a strong, multi-generational institution that embodies the family's values and mission.

Greg Allison, Tax, Business and Succession Planning Shareholder and Dave Brinkman, Investment Relationship Senior Manager, Schneider Downs Wealth Management Advisors, will provide a deep dive into the following Succession Planning topics:

• Generational/Management Transition
• Gift and Estate Planning
• Sale of the Company