This presentation will help you identify, evaluate and implement strategies to retain the business for the next generation. You will review the Transition Planning process to effectively evaluate the financial implications, value the enterprise, manage taxes, and address active and inactive family member issues. You will also learn how to balance the competing personal, business and family objectives in an integrated fashion while maintaining family and business relationships.
If you need help understanding how different components of succession planning fit together, this breakfast will help you put the pieces in place.
October 12, 2017
7:30 am to 9:00 am
The Grand Hotel
7265 SW Hazel Fern Rd, Tigard, OR 97224
Don Bielen - Perkins & Co
Paris Powell - Perkins & Co
Registrations are $40 each, with a 25% discount for three or more.
Attendance is limited to business owning families, family members, and key personnel.