Title: Transfer of Business Ownership Location: Long Island City Conference Center 41-21 27th Street, Long Island City, NY 11101 Link out: Click here Description: This informative panel discussion will focus on Ownership Transfer and the implications for you, your business, your family and employees. Selling or transferring a business requires long-term planning to ensure you [&hellip
Author Archive
EXIT STRATEGIES FOR THE FAMILY BUSINESS
Title: EXIT STRATEGIES FOR THE FAMILY BUSINESS Location: The Chrysler Building 405 Lexington Avenue • 22nd Floor New York, NY 10174 Link out: Click here Description: Topics include: Growing the Business to Maximize Valuation Advance Planning for an Exit Strategy Different Exit Strategies for the Family Business Estate Planning for an Exit Strategy Featuring presentations [&hellip
Next Generation Leaders Peer Group
Title: Next Generation Leaders Peer Group Location: ITAC 39 Broadway Suite 1110 New York, NY 10006 Description: This group is suitable for potential successors working in the family business. The peer group has these benefits: • A safe place where Next Generation Leaders interact with others facing similar leadership challenges. It fosters a community where [&hellip
Next Generation Leaders Peer Group
Title: Next Generation Leaders Peer GroupLocation: ITAC 39 Broadway Suite 1110 New York, NY 10006Description: This group is suitable for potential successors working in the family business. The peer group has these benefits: • A safe place where Next Generation Leaders interact with others facing similar leadership challenges. It fosters a community where trust and [&hellip
Next Generation Leaders Peer Group: Information Breakfast
Title: Next Generation Leaders Peer Group: Information BreakfastLocation: ITAC 39 Broadway Suite 1110 New York, NY 10006Link out: Click hereDescription: This 90 minute session is an introductory overview on the benefits of participating in a peer group for closely-held or family-owned businesses. We will present relevant information on the model, share success stories, and respond [&hellip
Planning for Successful Transitions and Growth: A Symposium
Title: Planning for Successful Transitions and Growth: A Symposium Location: WithumSmith + Brown, PC 1411 Broadway, 9th Floor, NYC Link out: Click here Description: Key Takeaways: • Implementing the organizational and governance structures that lead to a growing business and provide a forum for family members; • Developing financial strategies to maximize the value of [&hellip
Creating Clarity in Legacy Planning for the Family Business
Preserving wealth and/or a family business and eventually passing it on to future generations is an important consideration for most affluent family business owners. Making gifts to a favorite charity may be another. Whatever your financial objectives are, incorporating them into a written document called a Legacy Plan helps ensure that they’ll be carried out [&hellip
Creating Accountability in the Family Business
Creating accountability is one of the biggest challenges faced by the family owned businesses. At times accountability can be difficult to maintain for family members. When businesses mix family and business relationships without a structure for separating those very different areas two things can result: Family members are not managed according to business standards and [&hellip
An Integrated Approach to Transition and Exit in a Family-Owned Business
Title: An Integrated Approach to Transition and Exit in a Family-Owned Business Location: GARDEN CITY HYATT PLACE near Roosevelt Field at FIVE NORTH AVENUE Link out: Click here Description: About the Program: Managing succession in a family-owned business can be fraught with conflict. Successors often are chosen in accordance with family and ownership considerations rather [&hellip
SUCCESSION PLANNING: The often-knotty problems of family businesses trying to stay that way
Quote by Edward S. Rosenfeld: Management Versus Ownership Edward S. Rosenfeld, a family business consultant in New York City, says that an increasingly common issue in succession plans these days is working out the differences between the management and ownership of family businesses as they make a transition. As successive generations produce more family members [&hellip