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This high caliber, intensive program prepares the successful family business owner to become the visionary of his or her organization, suggesting ways to effectively steer the business into the next generation. This series is an absolute must for any organization considering a transition (intra family or otherwise) in the next 3 to 10 years. Seating is limited. Covered in the series are such topics as:
- What is the Business Worth?
- First Generation ~ Can Dad Retire?
- Business Continuity ~ Developing Your Checklist
- Succession Planning for the Next Generation
- Family Mission Statements
- Non Participating Family Members
- Rights of Entry/Exit
- Estate Planning ~ For All Generations
- Maximizing the Entity Value
- Liquidity Planning ~ Increasing Numbers, Increasing Complexity
- Owner Advocate Retirement Planning
Classes are held Thursdays from 8 a.m. to 9:30 a.m. at 39577 Woodward Avenue, Bloomfield Hills, MI (SW corner of Long Lake and Woodward). In addition to the Academy founders:
- Leah M. Arnold, CFP, Financial Advisor, Merrill Lynch - Bloomfield Hills
- Cynthia E. Brazzil, Esq., Director and Attorney, Kemp Klein Law Firm – Troy
Additional Guest Presenters may include:
- Melanie Duquesnel, Elite Commercial Lending - Shelby Township
- Leonard J. Gayeski, CPA, Fenner, Melstrom & Dooling - Auburn Hills
- Brenda M. Orlando, CPA, ABV, CFF - Clarkston
- Ursula C. Scroggs, CPA, Managing Director, Derderian, Kann, Seyferth and Salucci - Troy
This class is designed for the business averaging $500,000 or more per year in sales, with an owner who has the desire, the foresight, and the determination to plan for their organization’s transition to future generations. All generations are invited to attend.
Cost to participate in the entire event is $199 (early bird registration by January 15, 2009 is $149). To register via email, Click Here to contact Cynthia Brazzil or Click Here to contact Leah Arnold.
The Academy of Strategic Business Solutions has provided help and expertise to hundreds of Michigan business owners in class series with CEED, NAWBO, Walsh College, and Michigan Women’s Marketplace and continues to provide the most intensive and extensive class series available for Michigan Business Owners.
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