Transition and Succession Planning

Succession & Transition Plans Mean Planning for Success

In March 2018 the RAEDC hosted a Transition & Succession Planning Seminar for regional businesses. During this seminar business owners, C-level executives, and a team of strategists to assist businesses to begin and continue their planning strategies.

Leading the seminar was John H. Brown, an exit planning expert, known for making the process less complicated and more achievable. John H. Brown, J.D., started his career in Exit Planning 30-plus years ago as an estate planning attorney at Minor & Brown P.C. He created The BEI Seven Step Exit Planning Process™ and successfully tested it on hundreds of his own business-owner clients.

Brown is also the author of these books:  

Below are some of the key takeaways of interest when it comes to succession and transition planning.