Family Business Forum Panel of Experts

NORTH TEXAS CHAPTER EVENT

Family Business Forum Panel of Experts


Learn more about the typical challenges that family businesses experience and areas of consideration for passing on the business to other family members.

Learning Objectives

  • Determining which family member should lead
  • Handling family member conflicts
  • Transferring founder values to next generation
  • Crucial financial and legal mechanisms to consider
  • Determining leadership exit strategies
  • Alternative options if family transition does not work

About the Presenters:

Hear from industry expert Holly Carroccio, as moderator, and panel speakers: Bill Almquist, CEO and President of Almcoe, second generation owner; Dave Skyes – Business Consultant with New Paradigm Advisors; Nolan Duck – M&A Consultant with DBG Advisors; Akili Johnson – CEPA Financial Advisor with Wells Fargo

Are you a North Texas Chapter Member and want to bring a guest to this event? Contact jmeredith@exit-planning-institute.org

Meet the Presenter

Thank you to our Sponsors:

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.EPIDallas.org.

About the Presenter


 

Holly Carroccio

Holly Carroccio

CFP, CEPA & North Texas Chapter President

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