---
url: 'https://www.fmjlaw.com/business-succession-planning/'
title: Business Succession Planning
author:
  name: Adam
  url: 'https://www.fmjlaw.com/author/adam-brownfmjlaw-com/'
date: '2025-09-11T16:08:21+00:00'
modified: '2025-09-11T16:10:09+00:00'
type: post
summary: 'Pat Shriver will join CPAs and business planning professionals for a free webinar on September 16, 2025.'
categories:
  - Event
  - Newsroom
tags:
  - business
  - ETA
  - 'M&amp;A'
  - succession planning
published: true
---

# Business Succession Planning

Are you looking to sell a business in Minnesota or elsewhere? Preparation is the key to a successful business transition. Pat Shriver is joining a team of CPAs and business planning professionals to discuss business succession planning as part of a free webinar on September 16, 2025. In this webinar, the panel will discuss how to align leadership, understand your company’s value, put legal and operational records in order, and reduce risks through proper documentation.

Topics will include:

- Management and Leadership Readiness

How do you prepare your internal team for succession?

- What are strategies to identify any gaps in a succession plan?

- Including building out Incentive/Retention compensation plans

- Valuation and Financial Preparedness

How do you value your company in a realistic way?

- Why does it matter to know your company’s actual value, and when should you seek a formal valuation?

- Legal and Operational Housekeeping

Tips for ensuring that key contracts, agreements, and records are in order to support a smooth transition

- Documentation and Risk Reduction

How do you move handshake deals to written agreements?

- Tips for uncovering potential red flags early

[Click here to learn more and register!](https://us06web.zoom.us/webinar/register/WN_eRXr2ttjSQe_b9NWztyJsg?_gl=1*xql9vj*_gcl_au*MTcyODEyNjc4OC4xNzU0Mzk5NjE3*_ga*ODk0NDQzNzM5LjE3MzgwOTMxMzU.*_ga_L8TBF28DDX*czE3NTUwMDc4MjUkbzc1JGcxJHQxNzU1MDA4MjQ2JGo1OSRsMCRoMA..#/registration)

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