Description

With less than 30% of business owners having an actionable succession plan, many multi-family housing professionals face uncertainty when planning their exit or transition. This presentation will guide AAMP members—owners, managers, investors, and industry partners—through the critical process of succession planning: defining exit goals and developing a strategic plan to achieve them on the owner’s ideal terms. Presenters will clearly distinguish succession planning from contingency planning, which prepares for unexpected events like death, disability, or insolvency. Learn about key tools and techniques and why an interdisciplinary team approach—combining legal, financial, and operational expertise—is vital to ensuring a smooth transition that protects your business, employees, and legacy.