2022 Business Succession Planning Case Study


2022 Business Succession
Planning Case Study

Business Succession Planning, a case study. Explore an example of a successful business transition.  Identify how proper planning is crucial for a favorable transition of leadership. Discuss both critical components and some common pitfalls.


Learning Objectives:

  • Keys to a successful succession plan
  • Common pitfalls
  • How legal, accounting and company culture can play an important role


About the Presenter:

Learn from industry expert Todd Van Eck, Attorney & Shareholder, Kotz Sangster.

Meet the Presenter


This meeting will be held at Calvin University.

Address: 1800 E. Beltline Ave SE, Grand Rapids, MI 49546


The EPI West Michigan Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIGrandRapids.org

About the Presenter

Todd Van Eck

Todd Van Eck

Attorney & Shareholder, Kotz Sangster

Meet Todd Van Eck.

W. Todd Van Eck has represented business owners in a variety of industry sectors over the past 20 years. With his undergraduate degrees in finance, accounting and economics, Todd entered into law and advanced his business focus by obtaining a masters of law (LL.M.) in taxation. His background and extensive experience has resulted in a high-end understanding of the integration between business (acquisition, management, sale and dissolution/bankruptcy) and the law.

Todd works in numerous industry sectors focused primarily on government entities and closely-held entities in real estate, construction, manufacturing, finance and services. He represents clients based on their needs, which can vary from acting as outside general counsel with board attendance to a lower-level, issue-specific need. This includes transactional, litigation and dissolution/bankruptcy counsel. In the transactional side, he works extensively on transaction structure (legal with financial), regulatory issues, taxation issues, contract issues, business models, financing, execution and document preparation. In his litigation practice, Todd regularly represents clients in administrative courts, trial courts and appellate courts (state, federal and bankruptcy). In his dissolution/bankruptcy practice, he focuses on workouts, forbearance, turn-around, dissolution and exit planning. Todd also acts as a court-appointed receiver for those matters where assets are controlled and managed by order of the court.