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Restaurant MasterClass: Restaurant Industry Succession Planning


July 12, 2022

11:00 AM – 12:00 PM EDT



In the past few years, merger and acquisition activity in the restaurant industry has been robust. Planning for a transition or sale of your business requires thorough preparation to avoid pitfalls. Proper preparation will set you and your business up for a successful transition.

Join our Tax & Business Advisory Services Director Ryan Kilpatrick to discuss recent trends and outlooks relating to restaurant ownership transitions, including:

  • Preparing for an exit
  • Defining your financial goals
  • Describing various exit options
  • Basics of estate and gift tax planning

This webinar qualifies for 1.0 hour of CPE based on Ohio CPE requirements.

Please note our webinar sessions can accommodate a maximum of 250 individuals. Should you experience difficulties accessing the live broadcast, it is likely due to reaching attendee capacity. For your convenience, a recording will be made available on our webinar recording webpage following the presentation.


Ryan Kilpatrick Director, Tax & Business Advisory Services