Webinar Slides: Succession Planning in a COVID-19 Environment

Webinar Slides: Succession Planning in a COVID-19 Environment

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A succession plan is important for your A&E firm during normal times, but with COVID-19 it’s more critical now than ever before. While all the “basics” are still in place, now there are additional factors to consider such as the economic environment, PPP Loans and forgiveness, and changes in firm value to name a few.
 
Our presenters discussed:
  • Overview of ownership transition and keys to a successful transition
  • Firm valuation approaches
  • Transition structure options
  • Ownership buy-in and buy-out
  • Key considerations in shareholder agreement
 
 
Presenters
David Sullivan, CPA – Partner and Co-Leader of A&E Practice
Chad DaGraca, CPA, MST – Partner and Co-Leader of A&E Practice
Rick Strout, CPA – Principal, A&E Practice
 

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