Control Your Destiny: Succession Planning Strategies

Speaker: Lori Lemons-Campbell, CAI, GPPA  ; Jackie Lemons-Shillingburg, CAI, AMM
It is never too early or too late to plan your business succession strategy. The time to consider your personal and company goals are now! This session will discuss long term succession planning goals as it pertains to partnerships, family, and real estate. See how you can make sure your transition is on the right track, so you can hand over the keys to your business with confidence.

Upon completing this session, you will be able to: 1. Recognize how to secure a partnership 2. Determine how to divide services in terms of partnerships, real estate, and family members


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Must be a current CAI designation holder to register.

CAI Next Task Force

Mike Fisher, CAI, AARE, AMM, BAS, CES, GPPA - Co-Chair
Erik Rasmus, CAI, AMM - Co-Chair
Ken "Whitey" Mason, CAI - CAI Committee
Peter Gehres, CAI, CAS, CES
Bryce Hansen, CAI
David Hudgins, CAI, AARE
Kathy Packard, CAI