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Thought Leadership

Succession Planning

Making the Inevitable Your Masterpiece

September 16, 2020
11:00 a.m. - 12:00 p.m. CT

Succession planning is not easy in today's world of unknowns. But getting it right is critical to ensure the future success of your business. Customers, employees, business associates, future ownership and oncoming management of closely held businesses require assurance of a plan in place that looks forward. 

Whether the business will be passed down within a family, transitioned to existing management or sold to an outside party, proper planning is essential to ensure a smooth transition and to avoid tax and cash flow issues, while assuring that current ownership is fairly compensated. 

Please join Husch Blackwell and Johnson Financial Group as we discuss the planning and execution process for transitioning a closely held business. Our panel of attorneys and bankers will:

  • Cover strategies to determine and maximize the valuation of your business
  • Discuss important steps when preparing your business for sale or transition
  • Review structuring a transition that incentivizes key employees while shifting control to new owners
  • Examine how proper planning can minimize tax liabilities

Rhett Holland, Partner, Husch Blackwell 
Joe Maier, SVP Director of Wealth Strategy, Johnson Financial Group
Philip Miller, Partner, Husch Blackwell

Jackie Ruppel, VP Private Banking Regional Manager, Johnson Financial Group

Who Should Attend
Business owners, directors, executives, general counsel and in-house counsel of closely held businesses.  

Continuing Education Credit
This program is pending approval for Wisconsin continuing legal education credit.

Questions? Contact Shana Hoy at 816.983.8809.