Breakfast Meeting: Life After Business: Helping Owners of Family Businesses Successfully Transition Both Their Companies and Themselves

Date: Tuesday, March 26, 2019
Time: 7:30am - 9:00am
Location: Midland Hills Country Club
Speaker: Chris Cuneo, Julie Keyes, CEPA and Scott Schneidermann, CFP®

Life After Business: Helping Owners of Family Businesses Successfully Transition Both Their Companies and Themselves

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Many owners of profitable family businesses have most of their net worth tied up in a single illiquid asset. As they anticipate the next phase of their lives, owners are faced with two types of challenges. One is to successfully transition the business to new ownership, whether that is a third party or the next generation of the family. The second is to successfully accomplish the owner’s personal goals, whether they be financial, legacy or personal. Overcoming these challenges requires thoughtful planning, disciplined implementation, and support of trusted advisors. Join us for a discussion of ways in which we can provide value to clients in identifying and meeting transition needs.

Registration, Networking, and Breakfast: 7:30 am
Presentation Begins: 8:00 am
Program Ends: 9:00 am

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