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PST2217 - Small Firm Succession - Are you ready for the next wave of M&A

Jun 9, 2022 8:00am ‐ Jun 9, 2022 9:15am


We're in the midst of a leadership change in small firms, with many owners expected tor retire within the next 10 years. The sooner firm owners start planning, the more successful an ownership transition can be. Let's discuss practical strategies and key areas of focus.

Learning Objectives:
  • Identify what firms should do to prepare for succession
  • Recognize what acquiring firm values when merging in a smaller firm
  • Top 10 M&A issues - how to identify before they become issues
  • Learn what firms are doing to become an attractive merger candidate


Tags: PST

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