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Family Business Transitions

 Family Business Transitions
CPE Credit

Program Type: Recorded Webinar (Audio, PPT Presentation)
Program Level: Overview
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Communications
Item Number: 15PEP1007
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

This webinar addresses the key distinctions and emotional issues that business owners and their advisors need to be aware of when considering the various options to transition ownership and leadership in a family business. Attendees learn effective approaches to the most common roadblocks to a successful transition, and how to implement them.

Learning Objectives

After completing this webinar, attendees will be able to:

- List the most common emotions at play when an owner is trying to decide to transition and to whom
- Identify key factors to a successful transition in family businesses
- Relate the role of a family transitions specialist, and explain when and how to recommend one

Who Should Attend

CEOs, CPAs, estate planning attorneys, financial advisors, valuation specialists, spouses of CEOs


Emily Bouchard, Managing Partner, MSSW, Certified Money Coach
Emily Bouchard is the managing partner of , and since 2004 she has facilitated over 130 family meetings spanning three generations. She trains advisors and coaches clients on how to keep a family unified and harmonious during and after a family business transition. Co-author of Estate Planning for the Blended Family, Ms. Bouchard has been featured as an expert by CNN, WSJ and NYTimes. She presents keynotes and runs a collaborative mastermind group in San Francisco focusing on best practices in wealth transition planning. Ms. Bouchard received a B.A. in Child Development from the University of Pennsylvania, and earned her Masters in Social Work from the University of Texas at Arlington.