Ownership transition is one of the most critical decisions you’ll make — and technology is changing the game.
In this session, explore how modern tools, including AI, can help you:
- Identify leadership gaps,
- Streamline operations, and
- Build a succession plan that protects your legacy.
If you are interested in learning about practical steps to future-proof your business and ensure a smooth transition, then this presentation is for you.
There will be ample time for Q&A, so bring your questions!
Know someone who would be interested in attending this session? Invite them! This session is open to all.
About the Speakers
Tim Finerty is a partner with over 20 years of experience. He provides high-level tax, accounting and consulting services to closely held business owners. Tim is particularly attuned to the needs of system integrators, manufacturers and distributors, guiding many on their growth and strategic plans. He helps clients reduce their tax burdens, expand globally, and make data-driven decisions.
Sarah Russell is a partner and point person for domestic and international tax strategies.
With over 20 years of experience, she brings a practical approach to helping closely held business owners and multi-national corporations with tax consulting and compliance. Sarah also advises clients on the latest tax changes and potential impacts to their business.
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