Succession Planning - A Young Owner's Perspective - American Institute of CPAs
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Come hear a tale of two succession transitions, told from the younger partner's perspective. We'll cover the good, the bad and the oh so ugly! Walk away with tips to give you every chance of a smooth transition and understand potential pitfalls to avoid at all costs.
Learning Objectives:
Identify the do's and don'ts of succession planning
Analyze a perspective of succession planning from the buyer's standpoint