Succession Playbook: Strategies for Defining Your Legacy


Who Should Attend

Staffing, recruiting, and workforce solutions industry owners, principals, chief executive officers, and presidents; team managers and leaders; industry professionals


The greatest liability in an owner’s succession planning journey is time. Without investing the time to create a succession plan for your business, the fruits of all your labors can easily be lost. Your business is distinct, so your succession plan must be as well. Identifying those markers that set your transaction up for success, whether it be through the sale of your business or the transfer of it to senior managers or family members, is critical.

In this webinar, Jerry Grady of UHY LLP and UHY Advisors will review the top considerations for creating your succession strategy and the options available to an owner planning to exit a business: transfer to family (family estate or succession), transfer to management (management buyout), transfer to employees (via employee stock ownership plans), or sell outright (third-party sale).

During this webinar, attendees will learn

  • How to chart a path forward in establishing a succession plan
  • Identifying the optimum timeline for exiting and transferring your business
  • What options exist for transitioning business to family or senior managers
  • The options available to you if you wish to sell your business


Jerry GradyJerry Grady

Partner, UHY LLP; managing director, UHY Advisors

Grady’s accounting career spans nearly 35 years. He is a leading member of UHY’s national management and technology services group, member of the National International Financial Reporting Standards Committee, and serves as chair of UHY’s national staffing practice. Grady is a frequent presenter at finance conferences and is the recipient of Canton Community Foundation’s Volunteer of the Year award.

This webinar qualifies for 1.0 hour of CE toward maintaining your ASA credential.

CE 1.0

This program is valid for 1.0 PDC for the SHRM-CP® or SHRM-SCP®


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