Center for Private Company Excellence Seminar: Structuring a Successful Family Transaction
Thursday, October 12, 2017 7:30 am - 10:00 am
Thursday, October 12, 2017
7:30am - 10:00am
Kreischer Miller
Horsham, PA
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
Presenter:
-
Steven E. Staugaitis, Director, Kreischer Miller
Agenda:
7:30am - 8:00am Registration
8:00am - 10:00am Seminar