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Tuesday Aug 23, 2022
Every business owner will eventually exit their business but wants to do so on their own terms. Whether it is through the eventual sale or transfer of the business to an outside party, employee, partner, or family member, it is critical to understand the personal and financial ramifications of a succession transition.
Isaiah Stidham, Senior Wealth Manager, Business Succession Lead at Budros, Ruhlin & Roe will discuss the many components of exit planning and the importance of planning your exit strategy well before it is time to leave. Join us as we consider life after the business and the personal and financial factors that play into determining a business owner’s readiness.
REGISTER now and join us for this live webinar on Tuesday, August 23. You'll have the opportunity to submit questions during the session and view a recording post session. If you can't attend the live session - register anyway and we'll email you the recording.
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Categories: CCFB Webinar
Tuesday Sep 13, 2022
At a certain point, families with substantial wealth outgrow traditional financial advisory services to help manage their personal financial complexities. As a result of wealth creation since 2008/2009, family office formation has been on the rise. Successful families have decisions to make regarding to build on their own or outsource – each comes with pros and cons.
Join Jon Eesley and Clayton Hall from Windsor Advisory Group for a discussion on why successful families consider building their own family offices or outsource. We will discuss scenarios for both so you can determine what is right for your family business.
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Categories: CCFB Webinar
