Ingredient 4: Family Dynamics/Partners

GREATER LOS ANGELES VIRTUAL CHAPTER EVENT

Ingredient 4: Family Dynamics/Partners - How to Make Sure Families Don't Derail a Transaction / Planning for What's Next


Understanding Family Dynamics and Planning for What’s Next are critical components of exit and succession planning for business owners and their advisor teams. In this presentation, the experts will discuss the conflicting dynamics in the family office and will cover issues and challenges surrounding family businesses.

 

Learning Objectives:

  • Understanding family dynamics
  • Discuss issues and challenges surrounding family business
  • Highlight the critical importance of planning for what’s next

 

About the Presenters

Learn from industry experts, Kenneth M. Gilbert, CEO/President and Co-Founder of Business Consulting Resources, Laurie S. Foster, Senior Consultant/Partner of Business Consulting Resources.

Meet the Presenters

 

Thank you to our Sponsor:

 

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.EPILosAngeles.org.

About the Presenters


Kenneth M. Gilbert

Kenneth M. Gilbert

CEO/President and Co-Founder of Business Consulting Resources

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Laurie S. Foster

Laurie S. Foster

Senior Consultant/Partner, Business Consulting Resources

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