How family members become eligible for ownership and participation in the family business and how succession and leadership transition is handled can have a huge impact on the success of the business and the legacy left to future generations. A family business charter sets forth the essential rules, obligations, and responsibilities relating to ownership and management of the business, as well as the family values that will help sustain the business for future generations. This program will help family business members understand the uses of, and how to draft, an effective family business charter.
May 18th, 2017
7:30 am to 9:00 am
1313 NW Marshall Street, Portland, OR 97209
This event has concluded.
Jeff Bird has more than 25 years of experience assisting clients with complex business transactions, including mergers and acquisitions, public and private securities offerings, tender offers, proxy contests, divestitures for public and private companies, corporate finance, securities law and venture capital transactions.
Jeff has developed a niche practice in assisting business owners plan for and execute business transitions and succession planning. In June 2012, Jeff was awarded the Certified Exit Planning Advisor credential from the Exit Planning Institute, joining approximately 400 other certified exit planning professionals worldwide.
Dr. Jean Meeks-Koch, Ph.D. is a passionate and energetic family organization systems and behavioral strategist. With over two decades of family business consulting and academia, Jean builds empowered partnerships focused on creating sustainable, bottom-line profits.
Jean is excited to leverage her talents in the following capacities: strategic counselor, family organizational structure & design, board adviser, interim executive positions, executive leadership coach, family business adviser and succession planning, family office system designer, and family business scale-up!
With a vigilant eye on the triple-bottom line, Jean intertwines her accounting, organization structure, human systems capabilities together navigating the human dynamics of change. Her heart is firmly planted to the essence of what breathes life into family enterprises: family, employees, and the family culture.