Succession Planning Webinar Schedule
All sessions are at 10 am and will last approximately 45 minutes
The webinars are free, and are sponsored by the Succession Planning Program at Kent State University and the Ohio Department of Job and Family Services (ODJFS). You will need a computer, internet connection, and a phone to participate in the webinars. No software download or configuration is required.
Webinar 1 - May 20th - Selling Your Business to Your Employees: The ABCs of ESOPs - Richard Tanner, Ownership Advisors - Want to leave a lasting legacy with your business? Sell it to your employees using an Employee Stock Ownership Plan. Learn more at this session.
Webinar 2 - May 22nd - The ABCs of Succession Planning: A Practical Approach to Achieve a Workable Plan - Jim Aussem, Weston Hurd - This session will help you identify and meet your objectives as you formulate your succession plan.
Webinar 3 - June 3rd - Tax-Advantaged Strategies for Transferring the Business - David Umbaugh, Ohio Exit Planning - This session will help you identify strategies for transferring the business while meeting your financial and tax goals.
Webinar 4 - June 5th - Family Issues in Succession Planning - Randall Fairfax, Highland Consulting Associates - Whether or not you have family members in the business, every small business is a family business, This session will help you deal more effectively with all family stakeholders while improving trust and communications, minimizing disagreements and maximizing the effectiveness of your business transition, wealth, and family unity.