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NORTHERN CALIFORNIA RECORD

Monday, November 4, 2024

Ownership Transition: Build Bridges, Not Walls on October 27, 2022

When:

October 27, 2022 at 12:00pm EST

Hosted By:

SDA National

People:

Bill Mandel, Laura Terry Howard

Location:

Virtual

This presentation will explain the process of creating an ownership transition program, explore the latest trends in of ownership transition and help firms avoid common pitfalls that can derail efforts to achieve a successful transition—from waiting too long to develop a plan to selecting the wrong candidates for ownership.

Original source can be found here.

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