Events


Stein Sperling's Millard Bennett, Mark Schweighofer, Karen Shapiro and Steve Widdes will speak to Leadership Montgomery members and class participants about developing leadership and succession plans for your business. 

Current and emerging leaders will hear about two key components of continuing the success of your business into the future, including:

Cultivating talent

  • Identifying future leaders within your business;
  • Attracting top talent and incentivizing future leaders to stay with your company and assume additional responsibility, including equity and non-equity options;
  • Implementing mechanisms to onboard future leaders based  on your business entity type (LLC vs. S-Corp).

Planning for succession

  • Avoiding disaster in a "hit by the bus" scenario, which could happen long before retirement;
  • Transferring ownership to future leaders in a tax-efficient manner, both employees or family members;
  • Utilizing estate planning vehicles to transfer business interests and assets.

A Q&A session will follow.

Free for Leadership Montgomery members and class participants and $20 for non-members. Continental breakfast included.

 

Register

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