Family Business…an Asset or a Curse?

ST. LOUIS METRO CHAPTER EVENT

Family Business…an Asset or a Curse?


Transitioning from a Mom & Pop business to an enterprise that happens to be controlled by a family is extremely difficult. The Conway Center suggests a 3% success rate for a fourth generation to operate a family business. Even worse if when the family harmony is left in ruins by an asset that was intended to produce wealth and happiness. We will share a process that can help family businesses better prepare for future success and provide a platform for meaningful communication.

 

Learning Objectives:

  • Explain how a family should start the transition process and reduce potential future conflict
  • Define the building blocks of a healthy family business
  • Explain who should be involved in the process – its more people than you probably think

 

About the Presenters:

Learn from industry experts, Charles Brueggemann and James Maher about family business transitions.

 

Meet the Presenter

 

Registration is free. Thank you to our sponsors:

This meeting will be held at Il Monastero at St Louis University.

Address: 3050 Olive St., St. Louis, MO 63103 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIStLouis.org.

About the Presenters


Chuck Brueggemann

Chuck Brueggemann

Senior Transition Coach

VIEW BIO

James D. Maher

James D. Maher

JD, CPA, CEPA®, CRPC®, CRPS®, AIF®, C(k)P®, CFP®
Chief Executive Officer and Founder

VIEW BIO


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® credit (pending)

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.