BUSINESS for BREAKFAST {B4B}
Workshop Series

What’s coming up…

Join us as we partner with Wurz Financial and the Northern Kentucky Bar Association to bring Law Firms & Attorneys an informative CLE webinar series.

Thursday, April 20th
9:00am - 10:00am
Succession Planning #1:
Preparing Your Firm for Sale or Transition

Succession, transition and retirement are facts of life for every business, including law firms. For many practices, it is a make it or break it challenge.

In this session, we will discuss the initial steps of defining the firm, identifying the key players and determining what the firm may be worth.

Thursday, July 27th
9:00am - 10:00am
Succession Planning #2:
Options for How to Sell a Firm
& How to Fund a Purchase

Roughly 35% of law firms have a documented Succession Plan, leaving upwards of 65% unprepared for owner retirement or transition.

In this session, we will examine basic succession strategies, dealing with death & disability and some of the possible funding options for a buy-out.

Thursday, October 12th
9:00am - 10:00am
Succession Planning #3:
How to Make Implementation of a Sale Successful

A documented Succession Plan can help ensure adherence to the agreed upon transition process for all parties, resulting in a successfully implemented sale.

In this session, we will provide tips for the transfer of day-to-day responsibilities and strategies for ensuring the retention of current clients.

Thursday, January 11th, 2024
9:00am - 10:00am
Working Towards No Longer Having to Work

Longer lifespans, mandatory retirement ages, and the disappearance of pensions have made careful retirement planning more important than ever.

We’ll help guide you towards a “work-optional” lifestyle by sharing best practices and planning tips, as well as methods for avoiding critical investment mistakes.