AFA Series: Creating a Legacy Through Your AFA

Thursday, June 6, 2019

1:00pm Eastern Standard Time


What does an internal succession look like? How should you structure these deals? What are common obstacles? Hear about this and more from our succession planning expert, Todd Doherty.


AFA Series: Designing AFA Compensation

Thursday, June 13, 2019

1:00pm Eastern Standard Time


Is your AFA profitable? Should you use a salary or compensation split? Things to consider when designing AFA compensation? Hear about ways to think about your AFA compensation from one of our financial analysts, Shana Anderson.


AFA Series: AFA Development - Ensuring Profitability

Thursday, June 20, 2019

1:00pm Eastern Standard Time


How do you ensure that your AFA is headed towards profitability? What strategies should you use when managing an AFA? Hear from our experienced senior executive coach, John Sullivan.


AFA Series: Successions for Complex Teams

Tuesday, June 25, 2019

1:00pm Eastern Standard Time


Financing options for internal successions including AFA loans and other bank-financed succession solutions. Hear from our guest speaker, John Turner, from Live Oak Bank.