Webinar length: 60 min.

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.

Listen to 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 qualified for 1.0 hour of CPE based on Ohio CPE requirements.

*To be eligible for CPE credit you must have attended the live session of the webinar and have completed and submitted the required documentation. 


To access the webinar recording, please submit the form below.


Ryan Kilpatrick
Director, Tax & Business Advisory Services
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