Private Company Priorities 2021 Webinar Series: Formulating Effective Succession Plans

1 CPE Credit

FEI’s Private Companies Priorities is a series of discussions that are laser-focused on topics of interest to private company executives. Each webinar is programmed with the help of leaders in one of FEI’s Committee on Private Companies Special Interest Groups and provides deep insight on critical areas of private company operations and administration. These include family business and succession planning, access to capital and M&A, and public policy and accounting issues affecting private companies. In eight webinars held over the first half of 2021, subject matter experts and key stakeholders will provide valuable insights on topics including the outlook for private company M&A, the psychology of family businesses, how to operate a private company after the pandemic, the tax outlook for private companies and an exploration of special purpose acquisition companies (SPAC). Each one-hour webinar is offered at no cost to FEI members and will offer CPE credit to attendees.

Session 5: Formulating Effective Succession Plans
Presented by FEI’s Family Business & Succession Planning Special Interest Group
What key factors should family businesses consider when formulating an effective succession plan? Family business experts will discuss the benefits of having a plan, common structures and techniques, tax and estate considerations, known pitfalls to avoid, and potential impacts the new Administration and Congress could have on succession

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