How Attitudes About Money Impact Transitions


How Attitudes About Money Impact Transitions

There’s one factor that is an undercurrent in all the debate around generational differences. That factor is money. An individual’s attitudes toward money shade their other perspectives, motivations, values, ethics, work ethic, actions, and interactions. The most significant financial transactions for a business owner are when they invest in a business and then when they harvest the business. Hopefully, the harvest is fruitful so stakes are even larger. Their underlying attitudes about money directly impact the transaction – from the acceptable pricing to the financing and its structure. If the sale of the business is an internal transition (or the buyer is a younger entrepreneur), the monetary attitudes of the next generation play a significant role in the negotiation and success of the deal. These dynamics can be hard on everyone – the owner, other shareholders, family members (in and out of the business) and coworkers. For the advisor, the dynamics can be a minefield. Join us to learn how to spot and successfully navigate this minefield.


Learning Objectives:

Attendees will achieve the following learning objectives:

  • Understand the different attitudes about money across the generational line
  • Discover the common conflicts that emerge surrounding money in business transitions
  • Learn skills to navigate and counsel clients through these conflicts


About the Speaker:

Meet Emily Bouchard, MSSW Managing Partner, Wealth Legacy Group, and esteemed CEPA Faculty Member. Emily Bouchard is the “family transitions” faculty member of the Exit Planning Institute. She works collaboratively with families and their advisors to support family members through some of the most challenging decisions and life events they will ever face. She presents, facilitates, and coaches women, couples, families, and groups on addressing the emotional issues related to life’s transitions. Since 2003, Emily has been considered a leading expert in the field of blended family dynamics. She has been featured in popular media, including The Today Show, CNN, WSJ, Bloomberg Businessweek and The New York Times. Emily co-authored, with L. Paul Hood Jr., Estate Planning for the Blended Family.

Connect with the Presenter:  The Wealth Legacy Group | Email: | Connect with Emily


This meeting offers location options in both Madison and Milwaukee.


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

Continuing Education

CEPAs receive 1 CE credit

CPAs receive 0 CPE credit

*Proper documentation must be collected and submitted to qualify for continuing education.

cpe-logo-png-full-colorThe Exit Planning Institute (EPI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at: