Succession Planning for Closely Held Business Owners
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PANEL:
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James Brockway, Partner, Withersworldwide
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Jennifer Borow, Partner, Sklar Kirsh LLP
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James Andersen, Partner, Hemming Morse
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Mark Higgins, Partner, Higgins, Marcus & Lovett
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Patrick Stroth, President, Rubicon Insurance Services
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David James, Managing Director, The Paragon Group, UBS Wealth Management
MODERATOR:
MAJOR TOPICS:
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Corporate planning: legal, financial, operational
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Maximizing shareholder value
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Transitioning the business
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Deal structures
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Types of acquirers
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Use of insurance
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Personal planning: estate, wealth, insurance, legacy
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Multi-generational issues
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Minority shareholders
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Management