Internal AE Ownership Transition: Plan with a Purpose

“It takes as much energy to wish as it does to plan.” – Eleanor Roosevelt

An ideal approach to ownership transition is to create a sustainable solution that is positive for both the sellers and the buyers for generations to come.

Unfortunately, the reality is that many internal transitions fail before they even get started. The reasons for lack of success are varied and plentiful, often resulting in an unplanned sale of the firm to an outside buyer. The good news is it doesn’t have to end that way if you commit to good planning.

Instead of wishing and hoping it will “just work out,” join us for an in-depth conversation on creating a transition strategy that not only supports your ownership transition goals but also results in a more robust business that is well-positioned for the future.

During this event, you’ll learn how to:

• Establish a culture of continuous ownership/leadership transition.
• Create an ownership transition plan that works for your specific needs.
• Avoid common pitfalls when implementing your transition plans.