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Succession Planning During the Coronavirus Pandemic

The economic and social impact of the Coronavirus pandemic will create a long-term change for businesses. What does that mean for the value of your business? Now is the time to start or update your long-term estate planning to benefit the next generation.

Succession Planning During the Coronavirus Pandemic

Succession Planning During the Coronavirus Pandemic

Our panel of succession planning experts discussed the pandemic’s impact and what strategies businesses should consider if they are thinking about exiting in the next five years. Our panel covered these questions and more:

  • What strategies are available for my business - including family succession, merging, sell or form an ESOP?
  • How will the current market affect the value placed on my company?
  • How does the possible reduction in value of my company impact my estate planning?
  • Should I be gifting my ownership to family members or a trust now?


Harold Mohn, Jr., Regional Managing Director, UHY Advisors Mid-Atlantic

John Bautista, Managing Director, UHY Advisors New York

John T. (JT) Farcosky, First Vice President, Wealth Management Advisor, Merrill Lynch

James Brennan, Vice President, Trust Specialist, Bank of America, N.A.

To help us tailor the program to your issues, please submit your questions on our registration page. 

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