Succession Planning – Effectively Managing Ownership Transitions

Planning for the partial or full purchase or sale of an asset management firm requires long term planning and careful execution. Hear from a panel of experts and industry leaders’ best practices in managing the process from beginning to end, options to consider, personal experiences and key considerations for smooth transitions.

Internal Succession
• Building a successful internal management succession plan
• Finding and grooming talent
• Partial ownership transition options/considerations
• Valuation
• Transitioning clients to successors
• Legal/tax considerations in shareholder agreements

External Full or Partial Succession:
• Recruiting external successors
• Valuation
• Legal/tax considerations in shareholder agreements with new partners
• Onboarding new partners
• Transition Options
• Trends in M&A