Exit with Success: Succession Planning and Your Business

Speaker: Jake Johnson, President & CEO, Johnson Consulting Group

Succession planning and driving enterprise value upward should always be in our minds as owners, managers, and key stakeholders in a business. "The why behind all we do." In this presentation, Jake will review steps to be considered when developing your succession plan. In doing so, what are the key drivers that build enterprise value for the owner and how can we communicate that all the way down to the frontline employees. Attendees will learn considerations and variables in their succession planning such as timing, health, knowledge, children to take on the business, and key employees. The Four Pillars of successful funeral home and cemetery business - customer service, workplace, marketplace, and financial - will be introduced, as well as key concepts such as basics of business valuation, The Johnson Consulting Group Value Matrix, the current merger and acquisition environment, and various case studies. 

Recorded on June 25, 2024.

Member Price: FREE

Non-Member Price: $75

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