Succession Planning: Don’t Risk Your Company’s Future, Plan for It

2017 Executive Leadership Summit
Tuesday, Oct. 24, 2017
2:30–3:30 p.m.

Presented by: Dawn Jinsky, Partner, Wealth Transfer, Plante Moran PLLC; and David Plomin, Partner, Management Consulting Strategy and Operations, Plante Moran PLLC

Own a business and need options for selling and/or transferring assets in a manner beneficial to all parties involved? Succession plans are not one-size-fits-all, and there are a number of issues to consider when developing yours. This session will provide meaningful ideas on how to handle this often-difficult subject and address the importance of identifying and developing future leaders throughout the company. 

With more than 19 years in the estate planning and business transition area, Dawn Jinsky specializes in estate planning, wealth transfer, charitable planning, and assists family business owners with their transition plans.

David Plomin has spent more than 30 years streamlining and transforming operations, driving business change, maximizing profitability and ensuring technology investments deliver results. He provides solutions for critical initiatives across a wide range of industries.