New Considerations for Business Succession Planning Recording

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Our experts, Ray Lampner and Pattie Wagner, along with Justin Alaburda from the Law Firm of Brennan, Manna and Diamond, discuss current business succession planning considerations from an accounting, legal, and human capital perspective, including:

  • Strategies for maximizing sale price and net proceeds
  • Identifying and cultivating a properly aligned leadership team
  • Evaluating the need for shareholder and other succession planning contracts
  • Keys to designing your Ownership Transfer and Succession Management (OTSM) plan
This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.

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