Navigating Rough Waters Video 3-Building Processes for Management Succession

Please join Wayne M. Zell, Esq. for this 3rd of eight videos of Episode 3: Navigating Rough Waters, which discusses the need for building a process to anticipate unanticipated events and also focuses on management succession planning. It also discusses some of the more advanced estate planning techniques to use for high net worth and soon-to-be-wealthy business owners.

This is part of the third of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. from March 2017 – October 2017. This segment was recorded on May 17, 2017. The sessions are being compiled into a book entitled “Business Success(ion) Planning“, which will be available in the Spring 2018.

Comments are closed.