Save the Date: SC&RA Virtual Conference to Focus on Succession Planning

(May 19, 2021) - SC&RA is pleased to announce a July 28 virtual conference on Key Considerations for Effective Succession Planning. Registration will open soon for this one-day event featuring merger and acquisition experts, as well as private equity representatives with direct industry experience. Topics to be covered include: 

• Generational transfer; ESOP; private equity sales;
• How to find potential buyers and professional assistance;
• Common errors and pitfalls;
• Key private equity considerations for acquisition;
• Preparing for liquidation/sale, including determining value; preparing financials, etc.;
• The latest on federal estate tax law changes; and
• Seller’s role after the transaction.

Watch emails and future newsletters for the link to register. For more information, contact Joel Dandrea.