Succession Planning

Date: Now On-Demand
Time: At Your Leisure!
Duration & Cost: 60 Minutes & FREE

Paul Reilly

Partner
New Direction Partners

Jim Russell

Partner
New Direction Partners

Patrick Henry

Senior Editor
Printing and Packaging Group

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Summary

One of the most often overlooked aspects of strategic planning is succession planning. When you are looking for an exit strategy, are ready to hand off the business to other family members and head for the beach, or face unforeseen circumstances, having a strong succession plan in place is critical. And it can take several years to execute on that succession plan. In this session, participants will learn about the key elements of the plan to successfully transfer leadership and ownership of a printing and packaging firm, typical timelines, and strategies for ensuring optimum valuation.

The program will focus on:

  • Key elements of a succession plan.
  • Exit strategy timelines.
  • Leadership and Ownership changes.
  • Ensuring bench strength.
  • Valuation methods.

Questions? Email us at [email protected] or give us a call at (215) 238-5300.


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