Center for Private Company Excellence Seminar: Structuring a Successful Family Transaction

Thursday, October 12, 2017

7:30am – 10:00am

Kreischer Miller
Horsham, PA

Structuring a Successful Family Transition

There are many elements to review and evaluate when starting on a family transition ownership plan. Work needs to be done upfront, in the middle, and post-transaction. Without taking a holistic approach, critical steps may be missed and the transition will be off to a rocky start, or it may not even get started at all.



This interactive and informative program covered the following:
  • Transition options and the various transfer channels available
  • How to determine which channel is the best fit for your business
  • How to structure and execute the transaction, including a review of the mechanisms available to transfer ownership
  • A walk-through of a case study that demonstrates how all of these elements should come together


7:30am – 8:00am             Registration
8:00am – 10:00am           Seminar