The ultimate question among family businesses—whether you're large or small, or first or second generation or beyond—is how will my business succession impact my family and me personally?
(PRWEB) August 29, 2016
The ultimate question among family businesses—whether you're large or small, or first or second generation or beyond—is how will my business succession impact my family and me personally? When thinking about their long term succession plans, many owners know they somehow need to balance the needs of their business and family but are still not certain how to proceed.
To gain clarity and direction, join us for an instructive discussion on the process of succession planning to smoothly transition your business to the next generation, co-sponsored by Moss Adams and Newport Board Group. Areas of discussion will include:
- Strategic options for transitioning ownership interests
- Factors such as personal income and estate tax on succession planning
- Address governance issues with your family business
- How to finance your exit strategy
Cost to Attend: Complimentary
Dan Gaffney, CPA, Partner, Moss Adams LLP
Dan is the national practice leader of the Closely Held Business Services practice, which helps companies nationwide manage tax, regulatory and marketplace challenges. He advises family owned businesses, owners, and executives on corporate and individual income tax, strategic business planning, estate planning, and business succession to help them manage their tax liabilities and preserve business and personal wealth. He also advises families and individuals on income and estate tax planning to help them make the most of opportunities to build and preserve personal wealth and achieve their financial goals.
Michael Evans, CPA, JD, Managing Director, Newport Board Group
Mike is a managing director at Newport Board Group, a national professional services firm whose partners are CEOs and senior executives. Exclusively dedicated to Newport, they work together through the Newport Expert Network™ to guide companies through No Man’s Land transitions and assist private equity to acquire and grow these companies. Prior to joining Newport, Mike was a senior partner with Ernst & Young, where he led growth in a number of practices including corporate restructuring, risk management and strategy. Mike serves on several corporate for profit and non-profit boards.