As the 2020 pandemic slowly begins to recede, most business leaders are now looking to the future as they consider innovative ways to position their companies for growth. Embracing both short and long-term strategies, they are considering the opportunities, as well as the obstacles, they will grapple with in the years ahead. This critical process begins with a solid business plan that takes in the strengths and weaknesses of the organization’s current situation while also preparing for the future to ensure a smooth transition to the next generation.
Please join us for this insightful webinar when Brett Dearing, Cerity Partners, Deirdre Wheatley-Liss, Porzio, Bromberg & Newman, and Alan Sobel, SobelCo discuss these critical topics, focusing especially on:
*The headwinds facing business owners planning for growth
*The three key areas of a succession plan
*Creating a sustainable business plan
We look forward to a great discussion on March 4, 2021!
Thu, Mar 4, 2021, 8:30 am
- 9:30 am
Eastern Time (US & Canada)
Duration: 1 hour
Who can attend
Dial-in available? (listen only)
Please register for this Webinar to view the dial-in info.
Partner & Head of Business Owner Advisory Services, Cerity Partners
Brett Dearing is a Partner and Exit Planning Specialist in the New York office with almost thirty years experience working with privately-held businesses and business owners. Brett assists business owners in working through the complexities of...
Alan D. Sobel, the Managing Member of SobelCo, is responsible for facilitating the strategic direction and the day-to-day management of the firm. Alan has considerable experience with mergers and acquisitions and delivers added value working with...
Brad E. Muniz, Member of the Firm and Director of Accounting and Auditing at SobelCo, serves small businesses and individuals in the areas of accounting, auditing, tax, and business consulting. Brad has over 25 years of experience in the areas of...