Readers take note: The next edition of PLANADVISER’s 2021 Practice Progress editorial webinar series is set for 2 p.m. EST on May 11.
This hourlong webinar will bring together speakers who are experienced in succession planning, and the panel will discuss the topic from start to finish—covering the process of valuing an established firm, finding a potential internal or external successor, and then exiting the business.
Sign up for the event here: https://www.bigmarker.com/series/planadviser-2021-practice-pr/series_summit
Our featured speaker will be Alicia Locheed Goodrow, a partner at Culhane Meadows whose practice covers succession and tax planning. Goodrow is a trusted adviser to wealth management and financial advisory firms, often structuring creative plans to accommodate multiple generations of owners and the needs of passive and active investors. Evaluation of private placement documentation and structuring of private investments is part of this practice.