Thinking about a succession plan for your business?

Learn why you need a succession plan and what is involved in setting one up.

Join Karen N. Shapiro, Attorney and Principal at Stein Sperling Bennett De Jong Driscoll PC, and William J. Hufnell, CFP®, CPA and Founder of Bay Point Wealth, for guidance on why you need a succession plan and best practices for setting one up

You’ll learn:

  • Why it is important to have a succession plan in place 
  • Problems that may arise without a plan in place
  • What is succession planning and how it is different from continuity planning
  • When should you begin to think about and establish a succession plan.
  • What is involved in establishing a succession plan
  • What options are available for setting up a succession plan

Who should watch:

Any business owner thinking about setting up a succession plan.

Watch the Webinar