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Creating an Attractive, Affordable and Sustainable Ownership Transition Plan

Earn 1 LU for attending live. 

Many firms are actively considering expanding their ownership teams and/or transitioning ownership to a new generation of leaders. They know that offering ownership is essential to ensure the ongoing prosperity of their firms, to attract and retain highly qualified and ambitious staff, and to enable current owners to benefit from the value they created through long years of hard work.

However, challenges abound. Many prospective owners are focused on living a balanced life–of which work is but one element. Some have limited financial resources to invest in purchasing equity in a firm. Others have narrow comfort zones and are leery of the risks that accompany ownership.

In this webinar, transition advisor Michael Strogoff, FAIA, and attorney Jennifer Suzuki will discuss lessons learned from their years of experience assisting firms with ownership transitions. Attendees will leave the webinar with a better understanding of how to structure a transition framework that balances the professional, financial, and legal concerns of buyers and sellers.

Speakers: Michael Strogoff, FAIA, and Jennifer Suzuki, Esq.

Michael Strogoff, FAIA
Jennifer Suzuki, Esq.








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Wednesday, February 7, 2024
12:00 PM - 1:00 PM
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CE Units:
1 LU




Rebekah Aceves
(916) 642-1709
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