Exit Planning

Transfer of Business Ownership

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

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EXIT STRATEGIES FOR THE FAMILY BUSINESS

admin June 2, 2016 Contingency Planning, Estate Planning, Events, Exit Planning, Family Business, Family Business Dynamics, Succession Planning, Transition Planning

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

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An Integrated Approach to Transition and Exit in a Family-Owned Business

admin September 16, 2014 Exit Planning, Family Business, Family Business Dynamics, Succession Planning, Transition Planning

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

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Planning for Successful Transitions and Growth: A Symposium for Closely-Held Manufacturers

admin April 16, 2013 Contingency Planning, Estate Planning, Events, Exit Planning, Family Business, Family Business Dynamics, Succession Planning, Transition Planning

Title: Planning for Successful Transitions and Growth Location: Blank & Rome LLP The Chrysler Building 405 Lexington Avenue New York, NY Link out: http://www.itac.org/Events/TransitionGrowth/index.html Description: A Symposium for Closely-Held Manufacturers Topics and Workshops: >Maximize the value of your business. >Select and develop the people you need to lead your business >Manage change so conflict is [&hellip

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Practical Succession Planning: Transition Planning that Works

admin August 7, 2012 Contingency Planning, Estate Planning, Events, Exit Planning, Family Business, Family Business Dynamics, Succession Planning, Transition Planning

Title: Practical Succession Planning: Transition Planning that Works Location: 103 Waverly Place New York, NY Description: Edward Rosenfeld presents video case study and workshop on family business succession and exit planning. Start Time: 10 am Date: 2012-08-07 End Time: 12:30 PM Vistage08_07_

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The Secrets of Your Succession

admin April 1, 2012 Exit Planning, Family Business, Succession Planning

Edward Rosenfeld, a family-business consultant, recommends families answer several questions on succession: Is there an objective process for the younger family member to develop? Is there a measurement for performance and accountability in place? Is there a business plan in place that operates parallel with the succession plan? Succession and business planning need to operate [&hellip

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Business Exit Checklist

admin June 1, 2011 Exit Planning, Family Business

Business Exit Checklist Is Your Business Prepared for Your Exit? Creating a Business Exit Plan is rarely something that we think about in the day-to-day rush of our businesses. However, someday, the day will come when someone else will take the reins. Below, we have a few questions you should ask yourself if you haven’t [&hellip

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5 Steps to Exit Your Business

admin January 25, 2011 Contingency Planning, Estate Planning, Exit Planning, Succession Planning, Transition Planning

At some point in our business lives entrepreneurs have to think about leaving the business they have built over the years. The driving force may be a desire to cash out because the market it right, you want to retire or a successor is ready to take over. The key to a successful exit is [&hellip

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Entrepreneur Profile: Edward Rosenfeld

admin November 30, 2010 Contingency Planning, Estate Planning, Exit Planning, Family Business, Family Business Dynamics, Succession Planning, Transition Planning

Entrepreneur Profile: IFR Furniture Rentals by Dan Lee on November 30, 2010 Thanks to Dan of Axial Markets for posting this profile on his blog. It goes to the heart of my concern for the successful transition planning for the family business. https://www.axialmarket.com/blog/2010/11/entrepreneur-profile-ifr-furniture-rentals

Exit Planning Archive