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B155: Leadership & Learning Series: Business Succession Planning

May 10, 2023 @ 1:00 pm - 2:00 pm EDT


If you have a business and there are no family members waiting to take over or an heir apparent waiting in the wings, what can you do? Selling your business could be the smartest and most viable option.

One of the most common reasons small and medium sized business owners lack any sort of succession plan is that they simply do not know where to start. In this presentation, Brian Goodhart, Capstone’s Director of M&A Advisory Services,  will guide you through the planning process using proven techniques for getting the maximum value for your business.



  • – Learn what type of transition is best for you and your firm.
  • – Is a family transition possible/preferred? If so, learn how you get started.
  • – Determine if a management buyout is on the table.
  • – The ESOP option.
  • – How to decide who should be involved with selling the business
  • – Learn when to start the process.
  • – Discover how current market decisions could affect the deal.

To Watch this Webinar on the Media Library CLICK HERE!

Level Intermediate
NASBA (Field of Study) Business Management & Organization
CAE (Subject Domain) Operations
Prerequisites and advance preparation needed 1 years operations experience. No advance preparation required
Reviewer Wade Tetsuka, CPA
CPE/CAE Credits 1.0
Cost Free
Delivery Group Internet Based

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Brian Goodhart
Director, M&A Advisory Services, Capstone Strategic
As Director of Capstone’s M&A Advisory Services, Brian is a proven Growth Engineer experienced in conducting middle-market transactions on both the buy and sell sides.…