Holistic Approach to Succession Planning (3-part series)

Holistic Approach to Succession Planning (3-part series)

When

January 21, 2025 - February 4, 2025    
11:00 am - 1:00 pm

Where

Small Giants
5555 East Van Buren Street #Suite 115, Phoenix, AZ 85008, Phoenix, AZ, 85008

Event Type

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Taught by Danielle Feroleto, Small Giants.

Part 1 (1/21) : Laying the ground work for Holistic Succession Planning – successors, exploring the financial and legal aspects for getting your company ready for valuation.

Part 2 (1/28) : Exploring ownership transfer options (private equity, M&A, ESOPs). Managing the communication process.

Part 3 (2/4) : Looking ahead and anticipating results. Discuss lessons learned from those who have gone through succession planning.

Suggested Attendees:

  • Business Owner/CEO
  • Chief Financial Officer
  • Human Resources Director
  • Legal Counsel

If you are associated with AGC of Colorado, a Zoom link will be sent to you a few days prior to the session.