Preparing for a Transitional Event in a Closely-Held Company: What if the Owners Disagree?

A Virtual CLE Program Presented by Jason Levine, Esq. and Andrew Erdlen, Esq., Hangley Aronchick Segal Pudlin & Schiller

October 19, 2021 at 12 PM

More than 2 million privately-held companies are owned by Baby Boomers, and more than 70% of such businesses have done no exit planning.

  • A Baby Boomer business tsunami will soon flood the market, and it will be exacerbated in post-pandemic world, particularly because of uncertain political climate.
  • Disputes will inevitably arise when business owners liquidate their interests or engage in other transitional transactions.

This presentation will explain how these disputes arise, provide a primer on the legal issues at play, and summarize the rights, responsibilities and protections for shareholders. The presentation is geared toward not only corporate attorneys who negotiate and document transitional transactions, but also business owners and their professionals, including wealth managers, financial planners and accountants.

This program will be presented virtually and is free to attend. It is pending approval for 1.0 substantive Pennsylvania CLE credit. For more information or to register to attend, please email


What: Preparing for a Transitional Event in a Closely-Held Company: What if the Owners Disagree?

When: October 19, 2021, from 12 PM to 1:30 PM

Where: Virtual Presentation (link provided upon registration)

Cost: Free

How to Register: Email 

1.0 Pennsylvania Substantive CLE credit pending

Program Flier