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2022 QUARTERLY UPDATE Q4: Emerging Developments and Hot Topics

January 11 @ 1:30 pm - 2:30 pm

Maximize your business transition!

This quarter’s update is dedicated to the important topic of succession planning. We’ll focus on introducing different succession strategies and preparing for successful transitions. Join us for a panel discussion and learn how other organizations are preparing for succession.




Meet the Panelists – Alex Althoff, Manager
Peter Barton, Director
Austin Flynn, Director
Brett Lanzl, Shareholder

CPE Information:

Up to 1 hour of CPE credit
Field of Study: Specialized Knowledge
Delivery Method: Group Internet Based
Program Level: Basic
Prerequisites: None
Advance Preparation: None
Refund Policy: As this session is free of charge, no refunds will be issued.

Learning Objectives:
• Discuss the importance of developing a succession plan
• Review factors to consider when deciding on the best succession strategy for your company
• Identify steps taken to execute a succession plan

For questions or concerns, contact Laura Preslar at laura.preslar@elliottdavis.com.


January 11
1:30 pm - 2:30 pm