FINRA's BrokerCheck

Maximizing exit value by building & retaining your team

Objectives

80 percent of business owners are not focused on maximizing value as they transition their business. Instead, they are focused on the effect the transition will have on family members, key employees, customers, suppliers and their community. While keeping key personnel in mind is important, only 15 percent of business owners who plan to transition from their business have hired, trained and developed a plan for employees to take over key operating responsibilities.

Join Rehmann for the third webinar of a four-part series that will discuss:

  • Employees and their effect on business transition, including value and preparation
  • The importance of leadership and key employees throughout the transition
  • How to identify, communicate and retain leadership and key employees

 

 

 

Presenters

Heidi Bolger, CPA/ABV, CM&AA, CGMA | Principal

Mary Van Skiver, CPA, MBA, PHR, CEPA | Senior Manager

Meet The Rehmann Team

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