Education

If you are new to succession planning, need expert advice, or simply don't know where to start, don't miss this in-person roundtable where we will cover the fundamentals! Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will facilitate this discussion, give practical advice, and answer any questions you may have. Topics we will discuss in this session include: * What kind of owner are you? There are several types of owners and identifying which you – and other stock-owning family members - is a great place to start. * What are your criteria for next gens to join the business? When, along with compensation and expectations – all important considerations. We’ll cover best practices on this sometimes controversial topic! * Buy-Sell Agreements: Who needs them and the important reasons behind them. * Seven Keys to Family Business Succession: It’s more than signing over ownership! We’ll tackle the succession of ownership, management, leadership, authority, relationships, and values, and respect. ... read more

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