Hosted by Shimmerman Penn LLP

1 ConEd Learning Hour

7:00 a.m - 8: 15 a.m.

Succession planning plays a vital role in the lifespan of a successful firm. The government's proposed
Employee Ownership Trusts provides an alternative to the traditional succession planning
scenarios—one that could be very beneficial to the exiting owners.

Learning Objectives
1. Understand Employee Ownership Trusts.
2. Learn how to value a firm.
3. Use metrics to improve performance and valuation.
4. Understand the pros and cons of Employee Ownership Trusts.

Amir Fathollahzadeh