Family Enterprise Transitions January Funding alternatives for Death and

Funding alternatives for Death and Disability and significant tax implication of design/structure

Small Group Interaction: Engage with participants in a more intimate setting

we will begin our deep dive into the methodology

Director of Strategic Partnerships

How would you get Tom and Mary to open up

Family Enterprise Transitions January Funding alternatives for Death andThe Family Enterprise Transitions course was designed to provide professional advisors with a deep dive look into how they can help their business family clients transition successfully to the next generation. During this course, host Isabel Botero, Ph. D., CEPA, will show you how to evaluate the readiness of a family enterprise for transition, and how to focus the Value Acceleration process on the entire family, instead of just the owner. Upon