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We're in the midst of a leadership change in small firms, with many owners expected to 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:
Distinguish what firms should do to prepare for succession
Recognize what acquiring firm values when merging in a smaller firm
Identify Top 10 M&A issues - how to identify before they become issues
Indicate what firms are doing to become an attractive merger candidate