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First Bank Academy

"58% of small business owners have no succession plan in place."


Succession Planning for Businesses

On March 5, First Bank Academy hosted a timely webinar, Succession Planning for Businesses, presented by Harding Shymanski.

Successfully exiting a business is a dream for many owners. The reality is that day-to-day demands take priority over planning a future transition plan. While a financially successful exit is achievable, it requires several years of hard work and planning to get the best return in the years to come.

During the webinar, we shared:

  • Benefits of succession planning and why it’s so important
  • Insight into the newly proposed tax plan and potential implications
  • Various planning considerations, including agriculture

To receive the complimentary transition tools – Business Succession Planning Readiness Assessment and Seven Step Planning Process, plus the slide deck and webinar replay, please submit this form.

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