Ownership Transfer and Succession Planning for Your Business

In partnership with Customized HR Solutions, Eide Bailly, ForbesMA and Principal.

October 25-26, 2018

Phoenix, Arizona

What's covered?

Set your business up for success. Start planning. At this two-day event, we'll cover a range of topics.

On both days you’ll have the opportunity to engage in one-on-one sessions with ownership transfer and succession planning consultants. View the program schedule.

Day One


  • Looking at why valuing your company is important
  • Exploring various valuation methods
  • Discussing the buying and selling process in the context of the current market

Mergers and Acquisitions Overview

  • Comparing the benefits of third-party vs. internal sales
  • Examining current mergers and acquisitions activity and examples
  • Briefing you on private equity buyers

Transitioning Your Business Utilizing an ESOP

  • Key advantages for shareholders, company and key associates
  • Utilizing equity compensation plans to retain and reward key employees
  • Sell stock while retaining control of leadership and strategic vision of company

Evaluating Your Leadership Pipeline

  • Considering how to select your best potential leaders and successors
  • Identifying gaps in current leadership positions and planning
  • Reviewing ways to tie leadership development to organizational needs and strategy

Incentive Compensation and Ownership Transition

  • Outlining common mistakes and best practices when designing and implementing short-term incentive compensation plans
  • Exploring different methods for retaining key talent through long-term incentive plans like phantom stock and stock appreciation rights
  • Learning how long-term incentive compensation plans can facilitate ownership transfer

Day Two

Techniques for Transferring Ownership

  • Examining various corporate structures
  • Learning different methods to transferring ownership
  • Reviewing the advantages and disadvantages of each transfer method

2018 Tax Law Changes and Impact to Owners

  • Tax reform for business owners: New law, new opportunities (and pitfalls)
  • Entity selection: Time to rethink the C-Corporation?
  • Individual taxation: A study of changes specific to individual taxpayers and trusts

Overview of Succession Management

  • Outlining steps of the business succession process
  • Understanding the effects of inadequate succession planning
  • Discussing various succession strategies

Action Planning and Conclusion

  • Identifying specific, actionable items to complete relative to ownership transfer and management succession
  • Mapping out detailed follow-up for when you return to your company
  • Sharing action items with facilitators and other participants to strengthen depth of goals

Practical guidance you can really use

The event concludes with a key action planning session: together we'll identify specific, actionable items for when you return to your company.

Contact Us

If you have any questions please contact Chelsea Guagliardo or call (212) 251-5269.





This event has been postponed.