Business Exit Strategy Seminar: “Every Family’s Business”

Wendel Rosen will sponsor Pinnacle Equity Solution’s Exit Planning Chapter Meeting’s business exit strategy seminar on Wednesday, March 21 in Wendel Rosen’s Conference Center, 1111 Broadway, 19th Floor, Oakland, CA.

Registration: 3:30 to 4:00 pm (refreshments and hors d’ oeuvres will be served)

Presentation: 4:00 to 5:45 pm

Optional Case Study Session: 6 to 7 pm

Featured guest:  Tom Deans, author of “Every Family’s Business.” Deans offers the compelling new perspective that it is, in fact, impossible to separate family and business. Tom argues that instead, the best thing a family in business can do is abandon the idea of gifting a business and replace it with clarity about who will buy the business. A family that can talk openly and honestly about when and to whom the business will be sold has positioned itself for financial and relational success.

At this session, you will learn:

  • Common misconceptions about using gifting to pass along a family business
  • 12 Common Sense Questions for advisors to ask in getting a succession plan started
  • Strategies to help families find their own succession solution
  • Secrets of protecting wealth that the world’s dynastic families have known for centuries

Registration for this event is closed.