Whether you’re planning for retirement, preparing the next generation to lead or ensuring your company’s long-term stability, a solid succession plan is essential.
Whether you’re planning for retirement, preparing the next generation to lead or ensuring your company’s long-term stability, a solid succession plan is essential. Our panelists share practical insights on valuation, legal strategy and transition planning to help business owners protect what they’ve built and ensure a smooth handoff to future leaders.
Panelists: Alyssa Hodges, CPA, CVA, Mason + Rich, masonrich.com
Jeanne Saffan, attorney, Upton and Hatfield, uptonhatfield.com
Nick Mason, attorney, Shaheen & Gordon, P.A., shaheengordon.com
Alyssa Hodges, CPA, CVA, Mason + Rich
What role does an accountant play in the early stages of business succession planning, and when should business…
