The goal of this presentation is for participants to gain a broader understanding of the many business and emotional issues that are specific to a generational business transition. In particular to appreciate the requirements to develop a long-term plan that will lead to successful succession planning where the extended family unit is maintained in a healthy state.
The issues around succession planning are far broader than a sale to a third party and include considerations of all family members, non-economic benefits such as company car, Jets or Bomber tickets, travel, an office and many other factors that do not play into arm’s length dispositions.
Join us as presenters Anita Wortzman, CEO and Richard Leipsic, Managing Director, Acumen Corporate Development Inc. share their expertise in what will surely be an informative session for every generation of your family.
Topics for discussion
- Planning – Founders Perspective
- Planning – Next Generations Perspective
- Proposal to Founder
- Valuation Issues
- Other Considerations
- After Sale
- Family Harmony
48 hours notice is required to cancel at no charge, otherwise full fees will be invoiced. Price does not reflect GST.
To register email the CAFE office at firstname.lastname@example.org