23MDRTGC-32A: Two Sides of Success Planning

Through their own experiences, Genier and Perkins offer unique insights about the succession planning process from the buyer’s and seller’s perspectives. Topics to be discussed include realistic timelines, how to manage the “tug of war” between lawyers and accountants, the bundle of emotions from each point of view and ways to successfully transition roles within the firm.

Speakers: Danielle Genier, Ryan Perkins