Succession Planning for the Small Professional Services Firm

April 16, 2014
Bill Mandel
Estate Planning Council of Diablo Valley
Lafayette Park Hotel3287 Mount Diablo Boulevard
Lafayette, CA 94549

6 to 8 p.m.

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

Fox Partner Bill Mandel will participate in this panel presentation to help founders and senior partners frame the questions they should consider prior to undertaking a transition in the ownership of their business, including:

  • What paths are available for the firm to continue on post-founder(s)?
  • What is the value of the firm and what factors can (and should) be considered?
  • Does the type of transition have implications for the valuation of the firm?