Ownership Transition: How to Design A Sustainable Program

It’s never too early to start planning your firm’s future, especially in the wake of COVID-19 when firm valuation may be more difficult to calculate.

Join Bill Mandel and Laura Howard to explore the process of creating an ownership transition program, the latest program trends, and common pitfalls that can derail your efforts to achieve a successful transition.

Bill and Laura will also discuss the impact on valuation of COVID-19 and PPP loans and walk you through how to:

• Design and implement an ownership transition program that best fits your firm’s values and culture
• Determine the value of your firm to maximize the firm’s worth
• Establish clear performance criteria for candidates for ownership and choose the appropriate mechanisms to transfer ownership from one generation to the next
• Identify and nurture the next generation of leaders