Succession Planning for Professional Services

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Presented on December 13, 2022

Jay Silverstein, Partner, Succession Planning Consulting Services
Annie Rose Favreau, Director, Succession Planning Consulting Services

Whether your strategy involves transitioning your business to a family member, your management team, a broader group of employees, or a third party, careful transition planning is crucial to the continued success of your business.

If you’re thinking of transitioning ownership now or in the far future, it’s important to plan well in advance to help ensure business survival and a return on investment. Join us for our webcast, Succession Planning for Professional Services, to learn more about:

  • Key elements of succession planning
  • Exit options based on business structure
  • Talent and management considerations
  • Business and estate financial implications

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The material appearing in this communication is for informational purposes only and should not be construed as legal, accounting, or tax advice or opinion provided by Moss Adams LLP. This information is not intended to create, and receipt does not constitute, a legal relationship, including, but not limited to, an accountant-client relationship. Although these materials have been prepared by professionals, the user should not substitute these materials for professional services, and should seek advice from an independent advisor before acting on any information presented. Moss Adams LLP assumes no obligation to provide notification of changes in tax laws or other factors that could affect the information provided.