Not Your Average Business Succession Plan: What I Have Learned from Working with a Family for Three Years on Their Buy-Sell Planning
Speakers: Michael F. Amoia, J.D., LL.M, CLU, ChFC
Year: 2020
Body of Knowledge:
Business Planning,
Exit Planning and Succession
Competence: Sales |
Level: Broad |
Session Rating: 4.65
The planning process goes beyond the numbers, and the assumption is that other professionals have done their part. However, there is an emotional component that must be integrated into the technical parts. This session will break down the number of technical issues that must be considered. However, this issues may have to be set aside if they do not address the client's true goals.