Family Business Transfers –

Fair vs. Equal: Techniques /

Successor Development & Assessments

TWIN CITIES METRO AREA VIRTUAL CHAPTER EVENT

Family Business Transfers – Fair vs. Equal: Techniques / Successor Development & Assessments


In the context of preparing for and planning an ownership transfer, “Equal is Rarely Fair” in family-owned businesses. Both in transition strategy and in employment and pay. Learn some commonsense financial strategies, communication strategies, equalization measures and systems for successful transfer. And how to best prepare the family, to define systems and succession plans that meet the owner’s, family members and management’s definition of fair.

Learning Objectives:

  • Determine why it is important to define fair?
  • Learn how a facilitator assists in this conversation.
  • Learn common techniques used to “fairly” transfer ownership from G to G.
  • Learn how best to prepare key employees, family members, etc. for leadership effectiveness, potential and opportunity for growth and development.

Meet the Presenters:

Hear from industry experts Dyanne Ross-Hanson, CLU, CHFC, CFP, CEPA, President & Founder of Exit Planning Strategies, LLC. and Yvonne Kinney, PhD, Principal of Consulting Solutions.

About the Presenters

 

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.EPITwinCities.org.

About the Presenters


Dyanne Ross-Hanson, CLU, CHFC, CFP, CEPA

Dyanne Ross-Hanson, CLU, CHFC, CFP, CEPA

President & Founder, Exit Planning Strategies, LLC.

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Yvonne Kinney, PhD

Yvonne Kinney, PhD

Principal, Consulting Solutions

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