Schneider Downs Exit & Succession Planning Masterclass Series: Session 4

Join the Schneider Downs Exit and Succession Planning team for a four-part webinar series to help business owners navigate their way to the next step.

In this series, we will review the Exit Planning Process, considerations and potential roadblocks. We will also provide tools that you can use to start to develop a plan to successfully achieve company, financial and personal goals. Attendees qualify for 1 CPE per session and replays will be available to registrants following the live event. Registrants only need to register once to be enrolled in all four sessions. All sessions are scheduled from 9am – 10am EDT

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As a part of the webinar series, we are offering a complimentary Exit Map Assessment and Debrief to help you determine your preparedness for succession or exit. Click here to take our online survey and we will provide a report and be available to discuss the results with you. Individuals who complete the assessment will qualify for a copy of “Navigating the Boomer Bust” by John Dini.

Masterclass Schedule

May 5, 2021 – Process Overview and Goal Setting

In the first of our four part exit and succession planning webinar series, Mary Richter and Dave Brinkman discuss the exit and succession planning process, including the role of advisors who are focused on key planning considerations for the business owner(s), the owner’s unique personal and professional goals, internal succession or external transaction options, and overall key decision points and milestones found throughout the exit and succession process.

Panelists: David Brinkman, Mary Richter

May 19, 2021 – Analyze and Develop a Plan

Attendees will learn the importance of developing an exit and succession plan and the interrelation between personal, financial and business goals and objectives.  Attendees will also hear from a valuation expert on key value drivers that will impact your valuation, and learn why and how estate planning and wealth management play a role in your master plan

Panelists: Greg Allison, David Brinkman, Joseph Bruce, Stephen Thimons

June 2, 2021 – Setting and Executing Strategy

Our series continues by reviewing the value drivers of a business, focusing on developing your succession plan and advice from dealmakers. We will cover legal aspects of a transaction and explain to expect from the sale process, including real-life stories and experiences from our speakers.

Panelists: Imran Mohiuddin, Aaron Weir, Esquire

June 16, 2021 – Closing the Deal and Beyond: Lessons Learned from Successful Transactions

Our series concludes with a review of the previous sessions, learning what happens after the deal is completed and how to measure success.  Join us as Scott Snider, Vice President of the Exit Planning Institute shares experiences from the field.

Panelists: George Adams, Zachary Davis, Scott Snider

About Schneider Downs’ Exit Planning and Succession Advisory

Schneider Downs’ Exit Planning and Succession Advisory Services are multi-disciplined, fully integrated and holistic exit planning and succession solutions that are customized and designed for business owners by business owners. Learn more at or contact the team at

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