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Ownership Transfer and Succession Planning: 2021 FMI/CFMA Industry Study

Feb 8, 2021 3:00pm ‐ Feb 8, 2021 4:00pm

Standard: $45.00
Members: $0.00


Key insights will be presented from the latest FMI/CFMA industry study that focused on ownership transfer and succession management trends. The presenters will share new findings around how the global pandemic is affecting timing and rollout of ownership transfer plans, including details on how firms are cultivating their next generation of leaders and future owners.

Learning objectives:
After this session, attendees will be able to:

  • Learn what industry peers have to say about ownership transfer methods and succession planning trends
  • Consider specific factors when selecting an ownership transfer method
  • Learn best practices when replacing critical leadership positions


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