White Paper

Business Succession Planning: Now Is the Time


Succession planning should begin the moment one embarks on forming a business.

Owners of closely held businesses are working hard, especially in this economic climate, to keep their businesses operating and growing. Increasing numbers of these owners have put their exit plans on hold for business and personal reasons. Yet, this is an excellent time for owners to work on their exit plans. The analysis and strategic planning involved in this process is and will be invaluable for the continuing business operations. Current conditions provide a good opportunity to resolve difficult and unpleasant problems ignored in better times. Exit planning and execution takes a long time.



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Daniel Fink

Ideal Insurance

Years of experience: 25

Previous speaking experience: Speaker for The National Alliance for Insurance Education & Research, Arizona Independent Insurance Agents Association, and Nevada Independent Insurance Agents for the past 7 years on insurance topics for property and casualty insurance.

Higher Education: AA -- Glendale Community College, Glendale, AZ

BA -- Oakland University, Rochester MI

Degrees: AA & BA - both with honors. Double Degree -- English & Journalism

Relevant Publications: Creative Writing -- Play Published

Association Memberships/Positions Held: Board of Directors of the Arizona Independent Insurance Agents Association

Janet B. Fierman

Janet B. Fierman

Sheehan Phinney Bass + Green, PA

  • Shareholder at Sheehan Phinney Bass + Green PA
  • 2015 Top Woman Lawyer in Massachusetts; chairman of the Town of Brookline Building Commission; Super Lawyer in area privately owned businesses since 2009
  • Relevant publications “Family Enterprises and Their Real Estate”, chapter in Family Enterprises, How to Build Growth, Family Control and Family Harmony, Richard Narva editor. 2015; “CM at Risk – A New Alternative for Public Construction Projects”, 2009 “Building Defects in Residential Properties: Who is Responsible?” 2008
  • J.D. degree, law review, Boston University School of Law; B.A. degree with honors Swarthmore College; Master of International Affairs, Columbia University School of International Affairs
  • Can be contacted at 617-897-5648 or [email protected]

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