Partner Webcast: Succession and Transition Planning: Actionable Strategies for Preserving Wealth and Enhancing Value
Overview
Join us as we consider conceptual, technical, and qualitative issues and how they can significantly impact wealth transfers at all stages of the succession and transition planning process. The session will provide proven insights, strategies, and actionable steps for attendees to consider when planning and executing transfers of wealth. Whether beginning a new venture or approaching an exit of a privately-held company, there are many ways to achieve your goals while preserving wealth and enhancing value.
Cameron Scott, CFA, ASA, CEPA, Valuation Services Group, BerryDunn
Nathan Palmer, EA, Manager - Private Client Group, BerryDunn