Succession Planning: Choosing the Option That's Right for You

SEP 16, 2020 at 10:00 AM – 11:00 AM (EDT)
SEP 23, 2020 at 10:00 AM – 11:00 AM (EDT)
SEP 30, 2020 at 10:00 AM – 11:00 AM (EDT)

The first step in creating an attainable succession plan is determining what is right for your unique business.

Join experienced professionals from BDO, Morgan Stanley and Porter Wright for a three-part succession planning webinar series where owners can explore the best exit strategy for their businesses.

With a panel of legal and financial advisors, as well as business owners who have been through the experience, our interactive town hall meeting and round table discussions will walk through:

  • Selling to a strategic buyer
  • Selling to a private equity investor
  • Employee ownership succession strategies, including ESOPs
  • Selling or transferring to family members

Passing the torch is never easy, but when you have a solid plan in place, you can rest easier knowing your assets - and your legacy - are protected.

Town Hall - Key Considerations


We'll discuss the state of mergers and acquisitions in 2020, as well as what you need to make sure your house is in order. Our legal and financial professionals will also give an overview of the six different exit options to consider.

Round Table I - Third-Party Strategies


Take a deeper dive into IPOs, selling to private equity investors and selling to strategic buyers with real experiences with owners who have been through the process. 

Round Table II - Family/Employee Legacy


Get into the specifics of family succession planning, management buyouts and employee stock ownership programs (ESOPs). This in-depth discussion of each exit vehicle will include personal stories of Ohio owners passing their business legacy.

To register, complete the form below and register individually for the sessions of interest. Webinar log-in information and your registration confirmation will appear after you click "submit."

If you have questions, please email [email protected].