Business Transition: Best Practices in Succession Planning | WEBINAR

When:  Mar 23, 2021 from 11:00 AM to 12:00 PM (MT)

A panel discussion regarding succession planning for small- to mid-sized appraisal and management companies moderated by Jeff Berg, ARA.

With many company owners nearing retirement and looking either to sell or transition ownership to a new generation, these industry experts with years of experience will cover all sides of the transaction and the necessary and important steps that must be taken in the build up. Topics to be covered include:

- Picking the Right Successor
- Business Transition from the Perspective of the Successor
- Setting Goals for the Transition and Future
- Communication Best Practices
- Documents and Other Necessary Logistics
- Timelines

Note: A Zoom Webinar invitation will be sent to all registrants prior to the event.   If you have not received your Zoom Registration link 24 hours prior to the event, please contact us at

Start Times:
10:00 AM Pacific
11:00 AM Mountain
12:00 PM Central
1:00 PM Eastern

Instructors: Jeff Berg, ARA; Tim Cobb, AFM; Paul Moore, ARA, RPRA; and Matt Gadow (Farrell Growth Group)

Continuing Education Credit: Members who attend will receive one hour of ASFMRA continuing education credit.

Cost: FREE for Members; $25 for Non-Members

Contact with Questions: Ashley Montoya | | 303.692.1225