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Family Business Succession

 Family Business Succession
CPE Credit

Program Type: Recorded Webinar (Audio, PPT Presentation)
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Accounting
Item Number: 16PEP0927
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

Family-owned businesses have a unique set of challenges and issues that must be understood and addressed when planning for transition. This webinar addresses the key distinctions and emotional issues that family-owned 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 will 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:

- Identify 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
- Recognize the role of a family transitions specialist and see when and how to incorporate one into the transition process

Who Should Attend

Valuation practitioners, CPAs, accountants, business advisors, middle market business owners, controllers, CEOs, CFOs, financial advisors, attorneys, estate planners, wealth managers, investment bankers, business brokers, insurance professionals, M&A advisors, commercial lenders, and any financial professional or advisor who works with business owners or would like a more advanced understanding of value acceleration and the exit planning industry.


Emily Bouchard
Ms. Emily Bouchard is managing partner at Wealth Legacy Group and 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, Wall Street Journal, and NY Times. She presents keynotes and runs a collaborative mastermind group in San Francisco focusing on best practices in wealth transition planning.

Ms. Bouchard received a BA in child development from the University of Pennsylvania, and earned her master’s in social work from the University of Texas at Arlington.