This panel is hosted by Steven H. DeGraff CExP, a Certified Exit Planner and Financial Planner with DeGraff-Financial/National Financial Network in Groton.
Joining Steve is Attorney Dan King with the Law Office of Lahan & King, LLC. This discussion will include:
What happens when an owner or key person dies or is incapacitated?
What happens when an owner or key person wants to sell, leave or retire?
Contingency preparedness
The Panel will also cover:
Succession planning hazards for businesses and organizations
Examples of why preparation is important
Key financial, operational, legal and tax considerations
Steps to a successful outcome
There will be a Q&A session after the panel discussion for anyone with questions.
Can't make it? Register anyway to receive the recording!