Family Business Transfers – Fair Vs. Equal: Techniques / Successor

Development & Assessments

EXIT PLANNING ECOSYSTEM WEBINAR SERIES

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.

 

 

About the Exit Planning Ecosystem Series:

If you are looking to learn more about a variety of topics within the exit planning ecosystem, this introductory level webinar series is right for you. This webinar covers topics such as: valuation, estate planning, tax planning, market updates, M&A, real estate, financial planning, exit planning, value growth, and exit options.

The EPI Exit Planning Ecosystem Webinar Series is a FREE web-based continuing education presentation for EPI members and the general public. Topics for the webinars complement the EPI Value Acceleration Methodology, a process created by Christopher Snider, and taught in and at the Certified Exit Planning Advisor (CEPA) Program. These one-hour educational broadcasts are taught by industry experts from across the nation. Review upcoming broadcasts below.

 

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Exit planning is one of the fasting growing industries in the financial/professional services industry and EPI is committed to bringing you the best industry content, right at your fingertips! We are proud to offer hundreds of free webinars each year to keep you current on technical, business development, and special interest topics: designed to help you sharpen your skills and advance your career.

About the Presenters


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

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

President, Exit Planning Strategies, LLC

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Yvonne Kinney, PhD

Yvonne Kinney, PhD

Candidate, Consulting Solutions

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