Planning for ownership transition within a family enterprise can upset the often delicate balance between family, financial, and ownership interests. Understanding the give and take between these three areas can be the key to a successful succession plan and addressing fair vs. equal issues in the family. This session will focus on transition of ownership to the next generation of family and gifting and sale strategies, and how they affect company cash flow, personal financial security, taxation and company valuation.
The panel will include a second-generation family business with real world examples from their own transition experience.
This event has concluded. You can download the briefing paper here or listen to the podcast episode below:
October 11, 2018
7:30 am to 9:00 am
614 SW 11th Ave, Portland OR 97205
Don Bielen - Perkins & Company
Paris Powell - Perkins & Company