Succession & Exit Planning for Construction Contractors

Jun 1, 2022 - 3:00 PM (ET) - Virtual
Hosted by CFMA

About this Event

Nearly half of all contractors will go through an ownership transition and / or management succession by 2025. Learn what alternatives exist to transfer ownership along with the pros and cons of each. Also explore techniques to garner alignment and buy in from the incoming management team. Evaluate tools to identify skills gaps of the new ownership and management team and discuss resources and options for filling the gaps.

Learning objectives:
After this session, attendees will be able to:

  • Understand alternative methods and options for ownership transition
  • Learn how to identify an incoming management team
  • Identify options to structure incoming ownership / management team to optimize results
  • Identify resources and options to help fill skills gaps considered necessary for success CFO BEST

Level & Prerequisites
This is a group-live program at the Basic Level. No prerequisites or advanced preparation required.

CPE information
Earn 1.5 CPE credit in the field of Management Services.

Who should attend?
CFO’s, Controllers, Risk Managers, Business Owners, CPAs, and Professional Advisors.

Featured Speakers

Michael McLin, Maxim Consulting Group


Members: Free
Non-members: $69.00

Register Now