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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Office Locations

Pittsburgh

One PPG Place,
Suite 1700
Pittsburgh, PA 15222

412.261.3644

412.261.4876

Columbus

65 East State Street,
Suite 2000
Columbus, OH 43215

614.621.4060

614.621.4062

Metropolitan Washington

1660 International Drive,
Suite 600
McLean, VA 22102

571.380.9003

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Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit and business advisory services to public and private companies, not-for-profit organizations and global companies. We also offer Internal Audit; Technology Consulting; Software Solutions; Personal Financial Services; Retirement Plan Solutions and Corporate Finance Services. Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.