Estate Planning Council of the East Bay

September 28, 2015
Bill Mandel
Estate Planning Council of the East Bay

As the baby boomer founders, owners, partners and shareholders of professional services firms begin reaching the point of scaling down and retiring, they face many questions.

Fox Rothschild Partner Bill Mandel has helped more than 100 firms and their founders develop ownership transition programs that jumpstart the transition process and carry it through to multiple generations. Bill will discuss the following topics in his presentation:

  • How to value the firm so it is fair to the founders and yet affordable to the candidates.
  • How to compensate new owners to provide incentives while at the same time recognizing the contributions made by the firm’s founders.