Hosted by Shimmerman Penn LLP
Location: Laurentian Main campus, room C-306
A company’s continuity and future beyond the career of the founders can only be achieved through a well-thought-out internal succession plan or firm merger. We'll discuss the mechanics of each, including tax and valuation concepts, and the strategy best for your firm.
Learning Objectives
- Gain an understanding for Internal Succession - what are the mechanics and how to proceed
- Learn about Firm Mergers - what are the mechanics and how to proceed
- Review valuation concepts - how should you value your firm
- Discover the pros and cons of each strategy and the right strategy for you