43. Succession Planning Case Study

Track: 
CFO - Construction
Field of Study: 
Management Services
CPE Credit: 
1.5
Knowledge Level: 
Intermediate
Advanced Preparation: 
None
Prerequisite: 
Attendees should have a basic understanding of A&A, Tax and Industry Issues

Friday, December 7, 2018
 
1:40pm-2:55pm

This Session is designed to provide the attendee with a comprehensive overview on various issues, initiatives and solutions that encompass Management Succession and Ownership Transfer. Essentially, we will explore a comprehensive approach that will teach the attendee ways to analyze techniques and suggest approaches to accomplish goals and objectives pertaining to your ownership transfer matters. The scope of the presentation will be the following: ? Overview and the obstacles to continuity planning ? Defining goals and objectives ? Developing a plan and making it work ? Valuation techniques for contractors ? Techniques and a case study approach to ownership transfer and management succession. The course is designed to provide the attendee with a comprehensive overview on various issues, initiatives and solutions that encompass Management Succession and Ownership Transfer,. Essentially, we will explore a comprehensive approach that will teach the attendee ways to analyze prior planning, identify underutilized techniques and suggest alternative approaches to accomplish goals and objectives pertaining to your ownership transfer matters.


SESSION SPEAKER(S)

CPA, CGMA
President, Ivener Management Group