Strategic Succession: Navigating the Legal and Psychological Framework of Business Exit Strategies

Sean-Tamba Matthew, Shareholder in the firm’s ESOPs – Employee Stock Ownership Plans Group, is presenting on “Strategic Succession: Navigating the Legal and Psychological Framework of Business Exit Strategies” at the March 2024 Probate & Trust Law Section Quarterly Meeting & CLE, hosted virtually by The Philadelphia Bar Association on March 19, 2024, 12:30-2:30 p.m. EST.

During this 2-hour CLE program, Sean joins to panelists to explore the emotional and practical challenges many owners encounter when contemplating exit strategies, including strategic sales, the implementation of employee stock ownership plans (ESOPs), and familial gifting. The presentation will also illuminate the pivotal role practitioners play in guiding their clients through these transitions, offering insights into overcoming common obstacles and facilitating a smooth passage to future generations.

Devin S. Fox and Kathryn E. Ott, attorneys in our Wealth Planning, Trusts and Estates Practice, planned the course.