Planning for Transition: Business Succession for Your Clients
Join us for a comprehensive continuing education event focused on business succession planning, designed for any practitioner who advises business owners. Presented by Jens H. Thorsen, an experienced business advisor and Co-Founder of Valhalla Business Advisors, and Megan J. Ingram, Esq., an attorney with experience in business planning, this session will cover essential topics of what your clients should be considering during the formation of a business, effective strategies for succession planning, and key considerations when it’s time to sell or retire from a business. Advising professionals will gain practical insights and actionable guidance to help ensure a smooth transition and secure the future success of the businesses they support.
