Succession Planning & Employee Ownership

May 3 12:00 pm — 1:15 pm

Event Details

Have you considered how you want to preserve your company’s legacy? Succession planning helps you be better prepared for change and help your company be resilient. This session will give you some key pointers to consider for succession planning and in particular employee ownership as an option. Donna Sky, Business Engagement and Partnership Manager at Project Equity specifically will cover:

  • An overview of different types of succession planning options
  • Readiness factors
  • Employee ownership benefits and different models
  • Process for employee ownership

You will also learn from peers who have successfully transitioned their businesses:

  • Carolyn Emge, President/CEO, Jackson’s Hardware
  • Brian McLeran, Director, McLeran Roofing
  • Phil Alwitt, CEO, SolarCraft

In Partnership with Project Equity, Marin Builders Association, Hispanic Chamber of Commerce, San Rafael Chamber of Commerce

The information provided in this webinar and any supplementary materials provided to registrants are intended for educational and informational purposes only and does not constitute professional financial or legal advice. No registrant should act or fail to act on the basis of any material contained in this webinar without obtaining proper financial, legal or other professional advice specific to their situation. The Northern CaliforniaSmall Business Development Center, and its host, the HSU Sponsored Programs Foundation, specifically disclaims any liability, loss or risk, personal or otherwise, which is incurred as a consequence, directly or indirectly, of the use and application of any of the information presented in this webinar. By registering for this webinar you acknowledge and agree that you have read, understood, accept and agree to the above disclaimer and that under no circumstances shall the Northern California Small Business Development Center or it’s host, the HSU Sponsored Programs Foundation, be held liable for any claims, losses, or damages of any kind or nature arising out of or in any way related to the information provided in this webinar and/or the registrant’s use of or reliance on said information.

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Donna Sky
Brian McLeran
Phil Alwitt
Carolyn Emge