Business Succession Planning Webinar - November 2024

11/29/2024 (Updated: 12/2/2025)

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Join members of our Private Wealth team for an informative session on true business succession planning and how to get started. 

Guest speakers Donna Murray, Phillip R. Garrison, and Kathryn C. Diminich discuss the following: 
  • Unique challenges business owners face in planning for retirement.
  • Steps in business succession planning and how this process helps maximize business value and provide peace of mind.
  • Tips to get started on creating a business and personal continuity plan so you can exit the business on your terms. 
  • Sample timelines and benchmarks of milestones in succession planning.
  • Identify the key members of your business succession planning team.
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  • SouthState Wealth represents the collective departments and subsidiaries of SouthState Bank, N.A. that provide wealth management services. Products and services are not bank deposits, nor are they insured by the FDIC or any Federal Government Agency, and are not backed or guaranteed by SouthState Bank, N.A. or its affiliates. Securities involve investment risks, including possible loss of principal.

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