Thursday Sep 9, 2021
We’re excited to be back in person as we re-group and discuss the crazy year-end we will all have due to the likely lowering of the estate tax exemption, valuations, gifting, Covid effects on your family business … just to name a few! We also want to hear from you, and discuss issues important to you: What brings you here today and what do you want out of this group? Where are you in your succession process – timeline? What are the key challenges you anticipate or are encountering? This group provides you with the opportunity to share experiences/struggles in a confidential environment for the purpose of learning and growing. Generously sponsored by Morgan Stanley ... read more
Categories: CCFB Peer Group
Thursday Sep 9, 2021
... read more
Categories: CCFB Peer Group

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