Succession Planning 2021: What Current Leaders and Future Leaders Need to Know

Ownership transition presents a unique set of challenges for many architecture and engineering firms. While there is no one-size-fits-all planning solution, there are common and important financial and legal aspects that must be considered to ensure a comprehensive exit strategy or succession plan. To help you understand how to identify, assess, and develop valuable succession planning strategies, Ingram and Anchin have teamed up to present this webinar exclusively for members of AIANY and ACEC New York. Our speakers will present a step-by-step succession planning process that firm leaders can use as a guide for successful leadership and ownership transition. The seminar will introduce this process, discuss key action items and success factors, and review crucial legal, tax, and governance issues.

You will learn:

• Key factors to consider to be ready for succession planning
• Common financial and legal risks and how to avoid them
• Tax matters and planning considerations to be aware of
• How to build your external succession planning team

Speakers:
Paul Gevertzman, Tax Partner, Anchin
Brian Kenet, Senior Business Advisor, Anchin
Warren Friss, Managing Partner, Ingram Yuzek Gainen Carroll Bertolotti
Sheila Di Gasper, Partner, Ingram Yuzek Gainen Carroll Bertolotti

Moderators:
Melissa T. Billig, Partner, Ingram Yuzek Gainen Carroll Bertolotti
Phillip Ross, Partner, Anchin

This event is offered virtually; you will receive an email with a Zoom link to access the program.