Please join us for a brief, lively
and informative seminar
With the holidays upon us, and family gatherings imminent,
now is a great time to think about taking care of your
business team, and focus on the family in "Family
Business".
Learn about Business or Strategic Planning
vs. "Family" planning in the Family owned
business.
We will discuss ways to
Minimize pain
- reducing taxes, making the transition as smooth as
possible for you, the family, and key employees
Maximize firm value
- What is it worth today? How to maximize value in future,
or plan for sale now to maximize personal outcome
Balance current benefits
to owners with building future value and sustainability
for future owners (current generation >healthy retirement,
next generation >healthy business to carry on)
Exit on YOUR terms -
Leave the firm in good hands and enjoy a stress free
retirement
Protect the team - If
something bad happens, how can you minimize effect on
your spouse, children, key employees (hint: the answer
is not "just buy more life insurance")
No matter your age, health or generation, eventually, EVERY
family owned business changes hands. Our goal
for this brief and informative session will be to give
you an overview. Why you should plan now regardless
of your eventual exit plans or timeframe, and what are
the next steps to get your Family Business Plan in place.
Who should attend?
Family member owners
working in a family business
Family member owners
not working in a family business
Non-owner family members
working in the family business
Non-owner, non-family
member key employees working in a family business