RAIC – Ownership, Legal & Financial Structures: Planning a Successful Transition
March 25 @ 10:00 am - 11:30 am
RAIC – Ownership, Legal & Financial Structures: Planning a Successful Transition
This session offers a practical roadmap to help firms to plan and execute ownership succession with confidence. Participants will explore legal entity structures, ownership models, valuation methods, financing strategies, and governance considerations that support both internal and external succession. A case study of an ownership transition will illustrate how structured planning, phased ownership, and financing solutions can balance founder exit goals with firm continuity and employee retention. This webinar is part of the Succession Planning Webinar Series.
Date: March 25, 2026
Time: 10 – 11:30 a.m.
Location: Online
Cost: RAIC Members $39.00/Non-members $59.00
Learning Units (LUs): 1.5 Core
Register: Click here