Major Topics:

• Proper planning and assembling a team of advisors
• Specifics of family owned businesses
• Global economic and investment outlook
• Current deal environment and outlook for the future
• Goals of the founding owners
• Exit and /or succession planning strategies
• Management team considerations
• Value maximization
• Transaction structures
• Financial v. strategic v. “hybrid” investors
• Minority shareholder issues
• Estate and tax planning: pre- and post-transaction
• Post-transaction wealth and lifestyle planning
• Real estate
• Avoiding inter-family disputes and other landmines