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Keeping it in the Family—Keys to Successful Family Business Transitions

 Keeping it in the Family—Keys to Successful Family Business Transitions
CPE Credit

Program Type: VideoCast (Audio,Video, PPT Presentation)
Program Level: Overview
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Two (2) Hours
Fields of Study: Accounting
Item Number: 16PEPNOLA1026A
Shipping Weight: 0lbs. 0oz.
Price: $110.00
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
- Relate the role of a family transitions specialist and see when and how to incorporate one into the transition process

Who Should Attend

Financial professionals


Emily Bouchard
Ms. Emily Bouchard 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 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.