Successful Succession Planning: A Best Practices Discussion

At this CFMA Chicago Chapter event, seasoned professionals with a history of assisting firms through transition of ownership, strategic acquisitions and preparation for sale will provide real life examples of overcoming the challenges associated with succession planning. Walking through what has and hasn’t worked for middle market firms with an emphasis on construction companies will be the primary focus of the panel discussion. Topics explored will include succession vehicles such as ESOP’s, Generational Ownership Transfer, Dividend Recaps, Preparing Your Balance Sheet for Sale, Mergers and Liquidation.