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Financial Planning Insights

Succession Planning: Making the Inevitable Your Masterpiece

2 minute read time

Succession planning is not easy in today's world of unknowns. But getting it right is critical to ensure the future success of your business.

Whether the business will be passed down within a family, transitioned to existing management or sold to an outside party, proper planning is essential to ensure a smooth transition and to avoid tax and cash flow issues, while assuring that current ownership is fairly compensated.

Johnson Financial Group and Husch Blackwell recently held a webinar that focused on the planning and execution process for transitioning a closely held business. Our panel of attorneys and financial advisors discussed:

  • The importance of creating a plan focused on your happiness
  • Strategies to determine and maximize the valuation of your business
  • Important steps to prepare your business for sale or transition
  • How to structure a transition that incentivizes key employees while shifting control to new owners
  • How proper planning can minimize tax liabilities


Joe Maier, SVP Director of Wealth Strategy, Johnson Financial Group 

Rhett Holland, Partner, Husch Blackwell

Philip Miller, Partner, Husch Blackwell


Jackie Ruppel, VP Private Banking Regional Manager, Johnson Financial Group

Download Presentation

Click the download button below to review the key information our presenters discussed during the webinar.

Succession Planning

Our presenters discuss how to make the inevitable your masterpiece.

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