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In-Seat

Succession Planning - Boston Chapter | Tuesday, January 11th, 2022

NECA Boston Office , 2 Heritage Drive Quincy , US
Learn More about Succession Planning - Boston Chapter | Tuesday, January 11th, 2022

This session explains the methods to transfer ownership to key employees, how to identify key employees and strategies for the planning process.

The purpose of this program is to discuss with the participants the different ways to transfer ownership from the founders to children, key employees, or independent third parties. We discuss various methods, planning strategies, document drafting, valuation matters, and other major concerns to the process.

Following this course, participants will be able to:

  • Identify how to determine who your successors will be
  • Explain what is necessary for succession to be successful for your business
  • Apply various methods to see what fits for your company
  • Discuss why every company needs a solid succession plan