Family Owned Business Webinar Series – Succession Planning

For most family-owned and closely held businesses, planning for succession is the toughest challenge they will face. Developing a successful generational transition is a central concern for owners who hope their creation will thrive into the future. Find out how the task of succession planning can become an opportunity to develop a strong, multi-generational institution that embodies the family’s values and mission.

Joel Rosenthal, Shareholder, Schneider Downs Business Advisory Services; Pete Lieberman, Partner, Schneider Downs Corporate Finance, LP; and Greg Allison, Senior Manager, Schneider Downs Tax Services will provide a thorough discussion of the following topics:

  • Generational/Management Transition
  • Gift and Estate Planning
  • Sale of the Company

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