Center for Private Company Excellence Seminar: Family Business Continuity Planning and Strategies

Thursday, June 16, 2016

7:30am - 10:00am

Kreischer Miller

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.

Presenters:

• Steven E. Staugaitis, Director, Audit & Accounting, Kreischer Miller
• John E. Krol, CFP, Legacy Advisors

Agenda:

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