Holistic Approach to Succession Planning (3-part series)

Schedule

Tue, 21 Jan, 2025 at 11:00 am to Tue, 04 Feb, 2025 at 01:00 pm

UTC-07:00

Location

Small Giants | Phoenix, AZ

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Taught by Danielle Feroleto, Small Giants.
About this Event

Part 1 (1/21) : Laying the ground work for Holistic Succession Planning - successors, exploring the financial and legal aspects for getting your company ready for valuation.

Part 2 (1/28) : Exploring ownership transfer options (private equity, M&A, ESOPs). Managing the communication process.

Part 3 (2/4) : Looking ahead and anticipating results. Discuss lessons learned from those who have gone through succession planning.


Suggested Attendees:

  • Business Owner/CEO
  • Chief Financial Officer
  • Human Resources Director
  • Legal Counsel
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Where is it happening?

Small Giants, 5555 East Van Buren Street, Phoenix, United States

Event Location & Nearby Stays:

Tickets

USD 300.00

Small Giants Marketing Agency

Host or Publisher Small Giants Marketing Agency

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