Attorneys Present Business Succession Planning Roundtable
On August 2, Heyl Royster attorneys Ken Davies, Tim Kirk, and Mark Ludolph, and Mark Dalbey, Principal at CliftonLarsonAllen, presented a roundtable discussion called “Business Succession Planning 101” in conjunction with the Peoria Area Chamber of Commerce, and for Chamber members. The roundtable centered on how to create effective succession plans for closely held and family owned businesses. The discussion covered issues of strategic planning, corporate and business organization, valuation, tax implications, estate planning, identifying talent, client relations, and financing. The presentation took place in the firm’s Peoria office Learning Center.