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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
Thursday Sep 15, 2022
How to Engage Non-Family Member Employees
An employee of a family-owned business who is a member of the family is tied to the owners in every possible way. Yet, non-family members can provide both skills and perspective that family members may not bring, and thus help grow the business. How does the family business owner align a non-family member employee’s interests to that of the owner?
This panel of professionals will discuss how they attract, develop, and retain key non-family member employees. Topics will include the importance of culture, communication, and compensation to align the goals and expectations of the business owners and employees. When successful, the business retains an employee who is as committed to the growth and success of the business as the owners, and the employee feels recognized and compensated for the contributions made to the business.
Panelists:
Steve Barton - General Manager, Two Men and a Truck
Sharon DeLay - President & Owner, GO-HR
Holli Houseworth - Office Manager, Cloud Cover
Amy Wilcox - COO, Crimson Design
Facilitated by Debbie Long of Clark Schaefer Hackett and Greg Daugherty of Porter Wright.
Sponsored by GREENCREST
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Categories: CCFB Educational Program
Printed courtesy of www.familybusinesscenter.com – Contact the Conway Center for Family Business for more information.
P.O. Box 361106, Columbus, OH 43236 – (614) 253-4820 – info@familybusinesscenter.com