United States

Business succession planning

Charting your course (from an early vision to a happy conclusion)


Charlie Ratner, Bob Jensen and Mitch Gorochow walk through a practical approach to crafting a comprehensive plan for transition of the closely held business.

Topics discussed include:

  • Fundamental questions about themselves and their businesses that business owners must address to begin succession planning
  • Key considerations for deciding whether to sell to a third party, sell to a management team or pass the business down to the next generation
  • How to assemble an advisory team and work through the personal, structural, economic and tax components of the plan
  • Tips for maintaining momentum over the course of plan implementation 

Download webcast slides

Due to technical difficulties, the recording of this webcast is not available. We apologize for any inconvenience. 


Event details

Who should attend
Business owners, their legal and tax advisors, their management teams, and children of business owners who are involved in the business


More information
Email us or call +1 800 274 3978