Cameron Kelly presented “The Importance of Business Succession Planning” on October 24, 2019 at Hegarty Consulting Group.



Business succession planning is the process of deciding the best way to transfer your business. What that plan looks like will depend on the needs of the business owner and the nature of the business. Cameron Kelly will discuss common business succession goals, hurdles and solutions using concrete examples.

Topics will include:

  • The importance of buy-sell agreements
  • Transferring a business to a family member
  • Transferring a business to an employee
  • The sale of a business
  • The impact of business succession on your estate plan
  • Key components to a successful transition