Practical Succession Planning Virtual Roundtable
- 11/29/12 - Practical Succession Planning Virtual Roundtable Introductory Session
- 1/22/13 - Session #1 - Why and How to Position Yourself as the "Lead" Business Advisor for Your Client's Succession Plan
- 2/20/13 - Session #2 - What Can the Overall Succession Planning Process Entail?
- 4/24/13 - Session #3 - Collecting Meaningful Data/Answers from Clients as You Kick Off Succession Planning
- 5/14/13 - Session #4 - What Exit Planning Options Work Best in Different Client Situations
- 6/11/13 - Session #5 - Planning and Moving Forward