Passing the Torch: Best Practices Pre and Post Transaction for Owners and Their Advisors

Transitioning from leading a family business to the “next chapter” after the sale is no small feat. Balancing legacy, leadership, and sanity requires careful planning. Hear from seasoned advisors, business owners, and a family governance expert as they share strategies for navigating the sale of a business, protecting wealth and family unity, and defining a path forward. From fostering effective family communication and decision-making processes to ensuring a smooth transition into the owner’s next chapter, this session will offer practical insights to help safeguard legacy and prepare for new complexities. Whether you’re an owner, or an advisor to family businesses preparing for a transition or sale, this discussion is a must-attend.