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AAEP Virtual Wednesday Round Table: Comprehensive Succession Planning Considerations for Veterinary Practices

AAEP Virtual Wednesday Round Table: Comprehensive Succession Planning Considerations for Veterinary Practices

Recorded On: 10/23/2024

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Open to view video.  |  90 minutes
Open to view video.  |  90 minutes October 23, 2024. Join panelists Jon McGraw and Jacquie Morgan of Buttonwood Financial, and Jackie Pringle of Spencer Fane law firm, as they discuss the critical elements of developing a successful succession planning strategy. They will speak to the financial, tax and legal considerations, then move into the softer side of succession planning with a discussion of the non-financial elements essential to succession planning, as well as the cultural and emotional components of planning and then finish with a discussion of the role of timing.
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Slide deck .pdf: Comprehensive Succession Planning Considerations for Veterinary Practices
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October 23, 2024. Join panelists Jon McGraw and Jacquie Morgan of Buttonwood Financial, and Jackie Pringle of Spencer Fane law firm, as they discuss the critical elements of developing a successful succession planning strategy. They will speak to the financial, tax and legal considerations, then move into the softer side of succession planning with a discussion of the non-financial elements essential to succession planning, as well as the cultural and emotional components of planning and then finish with a discussion of the role of timing.

No RACE-accredited CE


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This session is sponsored by American Regent Animal Health


Jon McGraw

Jon McGraw is president of Buttonwood Financial Group in Kansas City, Mo. Jon oversees a team focused on managing financial strategy uniquely designed for individuals and multigenerational families. The firm provides comprehensive tax, insurance, estate, investment, cash flow, retirement, education and business strategies integrated into clients’ lives and focused on their unique objectives.

Jacquie Morgan

Jacquie Morgan is chief operating and growth officer of Buttonwood Financial Group. She oversees all operational functional areas of the firm with an emphasis on alignment of process and technology for efficiency and strategic profitability enhancement. Jacquie has more than 20 years of business leadership growth and consulting experience spanning the entrepreneurial community to multinational corporations.

Jackie Pringle

Jackie Pringle is an of counsel attorney in the Overland Park, Kan., office of Spencer Fane, where she focuses her practice on providing clients with legal counsel on complex tax matters including estate planning; probate administration; tax controversy; state and local tax issues; and international withholding taxes, U.S. compliance issues, and entity formation. Her clients include businesses of all sizes as well as high net worth individuals.