Navigating a Change in Ownership: Making Way for The Next Generation

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Availability

On-Demand

Access expires 90 days after purchase

Credit Offered

1 PDH Credit

As more generations take on leadership roles in our firms, many owners are looking to shift their ownership structure, but lack knowledge on how these shifts will impact their businesses. Leaders often grapple with communicating the change to staff, guaranteeing buy-in, and ensuring their new structure is a good fit for their culture. Presented as a virtual, four-part series, Navigating a Change in Ownership will detail the various options available to owners looking to grow their business or change their current structure, while guaranteeing a smooth transition for staff, clients, and their bottom line.

Making Way for The Next Generation

It is often stated that the process of ownership transition needs to begin 10 years before the transition starts. As firm leaders approach retirement, many questions arise as to how to engage younger employees in the ownership process and ensure they maintain the firms’ culture and vision. Join this session for an overview of how to begin the ownership transition process and best practices for engaging all levels of the firm.

Learning Objectives:

Explore strategies for engaging younger people to become owners in the firm.
Understand strategies to promote employee buy-in.
Learn how to successfully manage and communicate the transition from the front end.

Presenter: Syvia Magid and Melissa Sanders, Fox Rothschild LLP

*The recording for each part will be added to the class materials the following day.

>>Interested in attending the full series? Click here to register and save 10% on our regular online class pricing!

Can’t join us for the full series? Click below to register for one class.

On-Demand – Making Way for The Next Generation
December 5 – Is an Employee Stock Ownership Plans (ESOP) a Viable Option for Your Firm?
January 16 – Understanding the Key Benefits of Ownership in Mergers and Acquisition
February 6 – The Strategic Advantage of Growth Through Private Equity