Join us for an in-depth discussion with Steve Wathen, founder of Equity, Inc. Joined by his sons Patrick and Austin, Steve will discuss their succession plans and share how clear expectations and open communication are essential to the succession process Moderated by Kelley King of King Insurance Advisors. Sponsored by GREENCREST. REGISTER now and join us for this live webinar on 6/18. You'll have the opportunity to submit questions during the session and view a recording post session! ... read more

Succession Planning Opportunities for Family-Owned Businesses Post-Coronavirus - Live Webinar Are you wondering how the COVID-19 crisis has impacted the value of your business? Join Mary Beth Koester, CVA, CEPA, director of valuation and transaction advisory services at Rea & Associates, during this hour-long webinar when she will break down the impact this pandemic has had on small- to mid-sized businesses. Mary Beth will discuss powerful succession planning opportunities that are now available to family business owners who are considering exiting their businesses over the next few years or who want to start their succession plan. Specifically, if you attend this webinar, you will: Gain insight into conversations taking place throughout the valuation profession with regard to COVID-19 and its impact on business valuations. Learn about opportunities now available to family business owners who are interested in crafting an ideal succession plan post-pandemic. Develop a greater understanding of the impact coronavirus has had on mergers and acquisitions and what you can do to successfully prepare your business for sale, including strategies for stabilizing cash flow and capturing value. You'll have the opportunity to submit questions during the session and view a recording post session. ... read more