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The Business Owner’s Roadmap to Succession Planning

Stephen Covey said to “Begin with the End in Mind”, yet for many business owners that can be a daunting process which is why so few have an exit strategy or transition plan in place. Tune in as our experts explore the multifaceted process of succession planning, including:

The importance of succession planning & The succession planning roadmap:

  • Planning process
  • Estate planning
  • Transition plans

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Please be advised that in order to earn PD credits for Welch LLP webinars, the webinar must be viewed live in order to comply with CPAO requirements.
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Who’s Speaking?

Candace Enman
President
WelchGroup Consulting
Zoran Vranjkovic,
CPA, CA, CFP, TEP
Partner
Welch LLP
Erin Binks
Managing Director
Family Enterprise Xchange Ottawa
Jon Blair, CPA, CA
Manager, Finance and Business Administration
A.L. Blair Construction Group