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