Would you like to explore the pathways to ownership transition—e.g., internal transitions, ESOPs, M&A, and private equity—along with the latest industry trends influencing each of these options? This session will address common challenges in the transition process and provide guidance on selecting the right approach with confidence.
Join us to learn how to systematically prepare for succession at any career stage and gain candid insights into the emotional complexities that firm owners face during transition. Whether you're considering succession now or planning for the future, you'll gain knowledge and tools to navigate ownership transition effectively.
Learning Objectives
- Review the most common options for ownership transition along with the latest industry trends.
- Analyze common issues with transition and how to determine the right path forward with confidence.
- Find out how to systematically prepare for and approach transition regardless of your career stage.
- Gain candid insights into the emotional challenges of owners through the transition process—and how to prepare.
- Will Swearingen
Principal | Senior Director of Transition Consulting - Zweig Group - Ignacio Reyes
Chief Development Officer | Senior Principal - DLR Group - Shirley Che
Field Marketing & PR Strategist - Zweig Group - Shirley Che
Field Marketing & PR Strategist - Zweig Group