The Successful Exit: Real-Life Lessons Learned from a Multi-Generation High-Performance Family

GREATER LOS ANGELES VIRTUAL CHAPTER EVENT

The Successful Exit: Real-Life Lessons Learned from a Multi-Generation High-Performance Family


It’s safe to say all of our families want to be high-performance families and create lasting legacies from one generation to the next. Not all families are able to achieve this intention though with up to 90% of all families losing their wealth by their 3rd generation. Oftentimes, this is because their exits get derailed and don’t deliver their intended results.

During this engaging virtual workshop, we’re going to review some powerful and inspiring real-life examples of how we can bring our families together and drive even greater success with our next generation. We will hear from an expert in leadership and family business psychology as well as a battle-tested CEO who successfully exited his 3rd-generation family business to enable you to transform your families into High-Performance Families and set their exits up for success!

 

Learning Objectives:

  • Understand the distinction of what it takes to create a high-performance family
  • Review critical leadership strategies not only to turnaround a struggling multi-generation family business but also scale it for sale
  • Discuss the process and key elements of managing complex family dynamics while orchestrating a successful exit
  • Learn about how a family foundation and philanthropy can strengthen family relationships for years to come and well after the transaction occurs

 

About the Presenters:

Learn from industry experts, Jeremy S. Lurey, PhD, Family Advisor & Performance Coach, Family Legacy 1st, and Chris Yount, Board Advisor & Angel Investor.

Meet the Presenters

 

 

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


Jeremy S. Lurey, PHD

Jeremy S. Lurey, PHD

Family Advisor & Performance Coach, Family Legacy 1st

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Chris Yount

Chris Yount

Board Advisor & Angel Investor

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