As Rhett Ricart said at one of our ed programs, ''There is no guarantee we’re going to make it just because we’ve made it this far.” Deciding to sell the family business is indeed more than a simple transaction. Our panelist Bill Mead, formerly of Golf Car Company, will talk about his journey at that crossroad and how he made the decisions he did…as a family member and a business. Facilitator, Jon Eesley, Windsor Advisory Group Generously sponsored by GREENCREST ... read more

There are several areas of opportunity that you can turn a discerning eye toward and proactively audit to potentially save your family business thousands of dollars and lots of headaches. Conducting internal audits of your HR and HR-related functions isn’t magic – It’s just good business sense! Join us on October 31 to hear spooky stories about what happens when you are not prepared. The typical EEOC settlement is $40,000 but one Ohio company was just ordered to pay $1.25 MILLION in a class action lawsuit. And did you know non-compliant I-9s can cost you several hundred to several thousand dollars per violation? Fines, penalties, and attorney’s fees can add up scary fast! We’ll cover the essential audits you should conduct in broad strokes, including worker’s compensation, handbook, forms, safety, and so much more! ... read more

Join C-Suite executives from successful family-owned businesses as they reveal their most effective tax strategies and share invaluable insights from their personal experiences. They'll offer practical advice on what has worked well and discuss what they might do differently in the future. This is a great opportunity to learn from their successes and mistakes to optimize your own tax planning. ... read more