Webinar Replay: Proactive Succession Planning

Proactive Succession Planning

Every week there seems to be a new announcement about a merger or acquisition in the LBM industry. The increased M&A and consolidation activity may leave many owners wondering whether they should consider selling and if so, how to get started. In this webinar, John Wagner of 1st West M&A and Sam Brownell of Stratus Wealth Advisors, will discuss the succession planning lifecycle – beginning with the importance of knowing the value of your business and how this drives retirement cash flow analysis, exit options, tax planning, and estate planning. By sharing details about the succession planning lifecycle, John and Sam will help independent dealers understand that having the right planning and processes in place can provide positive outcomes for the three key stakeholders in an ownership transition: the departing owner and their family, the incoming owner(s), and the loyal employees and customers.

This webinar replay is free, thanks to sponsorship support from Stratus Wealth Advisors.

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