Succession Strategies: Planning for the Next Chapter 

Join CBIZ, Regions Bank, and Phelps Dunbar, LLP for a discussion on Business Succession. Find more event details below. 

Tuesday, May 14, 2024
11:30 a.m. - 1:00 p.m.

Memphis Botanic Garden

750 Cherry Road, Memphis, TN  38117

Essential Steps for Business Succession Journey

We are hosting a Business Succession Planning Event to equip business owners with the knowledge and tools to navigate the complexities of succession planning and preserve their business's legacy and value. 

Here is a glimpse of what we will cover:

  • Building Your Succession Planning Team - Learn how to assemble a dedicated team of advisors, including legal, financial, and tax professionals, to ensure a seamless transition.
  • Identifying Your Successor - Explore various transition options, from selling to a private equity firm to passing the business on to family members, and understand how to choose the fitting successor for your business.
  • Start Your Succession Plan Now - Understand the importance of initiating succession planning well and learn about tax strategies and other considerations to maximize your business's value.

Registration and Lunch Buffet begins at 11 a.m.

Program to start at 11:30 a.m.

 

Thank you to the Event Sponsors