$50

Succession Planning for Family Businesses

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Location

Location

Larkin at Exchange Building - Heath Room, 8th Floor

726 Exchange Street

Buffalo, NY 14210

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Refund Policy

Refund Policy

Refunds up to 7 days before event

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Event description

Description

Practical and interactive workshop in which participants will learn about and develop an initial transition and succession plan for their business.

12:45 PM - Check-in & Executive Lunch

COST: $50.00 per person to hold your spot - *Reimbursed upon attendance* - Seating is Limited

Workshop Objectives:
Explore the key elements of an effective succession plan, including:
• How and when to transition out of your company.
• How to identify and groom a successor.
• What to do if no successor exists or no one is ready for the role.

Discuss the various steps that any family-owned or closely-held business owner should undertake to plan for their future, including:
• Key components of an exit strategy.
• An effective succession plan.
• Incorporating the family plan into the business plan.
• When to consider outside management or other options for non-family management of the business.
• The importance of estate and financial planning.
• How to build your bench and increase your company’s value and future stability.

At the end of this session, participants will have a draft plan to discuss with the rest of their family, management team or professional advisors. Participants will leave the workshop with examples, case studies and practical tips for continuing to develop, finalize and implement their plan.


About the facilitator:
Lisë Stewart, Director of the EisnerAmper Center for Family Business Excellence, will draw upon her 20+ years of experience to share practical advice for ensuring the sustainability of family businesses as they pass from one generation on to the next. A popular and nationally-recognized speaker, Lisë is well known for her advocacy and training for privately-held businesses. She offers case studies, humor and practical, no-nonsense advice to make her information realistic for clients and participants.

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Date and Time

Location

Larkin at Exchange Building - Heath Room, 8th Floor

726 Exchange Street

Buffalo, NY 14210

View Map

Refund Policy

Refunds up to 7 days before event

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