Thursday, June 16, 2016
7:30am – 10:00am
For many family business owners, transferring ownership to the next generation can become a daunting task. Most owners don’t know what is involved or even where to begin the process. Those family businesses that have made a successful transfer have done so with some planning and some help. This seminar will explore the various elements of a family business succession plan and present a case study of a multi-generational family business and their approach to completing a plan.
This interactive and informative seminar covered:
- The various elements found in a comprehensive family business succession plan
- A family business case study, including the various elements and estate planning strategies used to accomplish the owner’s objectives.
- Steven E. Staugaitis, Director, Audit & Accounting, Kreischer Miller
- John E. Krol, CFP, Legacy Advisors
7:30am – 8:00am Registration
8:00am – 10:00am Seminar