Next Generation Leaders Peer Group

Title: Next Generation Leaders Peer GroupLocation: ITAC 39 Broadway Suite 1110 New York, NY 10006Description: This group is suitable for potential successors working in the family business. The peer group has these benefits: • A safe place where Next Generation Leaders interact with others facing similar leadership challenges. It fosters a community where trust and [&hellip

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Next Generation Leaders Peer Group: Information Breakfast

Title: Next Generation Leaders Peer Group: Information BreakfastLocation: ITAC 39 Broadway Suite 1110 New York, NY 10006Link out: Click hereDescription: This 90 minute session is an introductory overview on the benefits of participating in a peer group for closely-held or family-owned businesses. We will present relevant information on the model, share success stories, and respond [&hellip

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Planning for Successful Transitions and Growth: A Symposium

Title: Planning for Successful Transitions and Growth: A Symposium Location: WithumSmith + Brown, PC 1411 Broadway, 9th Floor, NYC Link out: Click here Description: Key Takeaways: • Implementing the organizational and governance structures that lead to a growing business and provide a forum for family members; • Developing financial strategies to maximize the value of [&hellip

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Creating Clarity in Legacy Planning for the Family Business

Preserving wealth and/or a family business and eventually passing it on to future generations is an important consideration for most affluent family business owners. Making gifts to a favorite charity may be another. Whatever your financial objectives are, incorporating them into a written document called a Legacy Plan helps ensure that they’ll be carried out [&hellip

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Creating Accountability in the Family Business

Creating accountability is one of the biggest challenges faced by the family owned businesses. At times accountability can be difficult to maintain for family members. When businesses mix family and business relationships without a structure for separating those very different areas two things can result: Family members are not managed according to business standards and [&hellip

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An Integrated Approach to Transition and Exit in a Family-Owned Business

Title: An Integrated Approach to Transition and Exit in a Family-Owned Business Location: GARDEN CITY HYATT PLACE near Roosevelt Field at FIVE NORTH AVENUE Link out: Click here Description: About the Program: Managing succession in a family-owned business can be fraught with conflict. Successors often are chosen in accordance with family and ownership considerations rather [&hellip

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SUCCESSION PLANNING: The often-knotty problems of family businesses trying to stay that way

Quote by Edward S. Rosenfeld: Management Versus Ownership Edward S. Rosenfeld, a family business consultant in New York City, says that an increasingly common issue in succession plans these days is working out the differences between the management and ownership of family businesses as they make a transition. As successive generations produce more family members [&hellip

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Showing Them the Door: Transition and Exit in a Family Business

Title: Showing Them the Door: Transition and Exit in a Family BusinessLocation: Family Firm Insitiute New York Study Group Offices of Rothstein Kass New York, NYDescription: Inertia can destroy value in a family owned business. This case study is a progress report on getting 3 cousin branches of a three generation family business to overcome [&hellip

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Family Business Seminar at Blank Rome LLP

FAMILY BUSINESS SEMINAR Blank Rome LLP One Logan Square, Philadelphia PA 19103 Live Live Web Stream Blank Rome LLP The Chrysler Building New York, NY November 1, 2013 10:00 AM – 2:00 PM [Event] Learn what does and does NOT work for family businesses. Topics will include: Best Practices for a Multi-Generational Family Business The [&hellip

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Planning for Successful Transitions and Growth: A Symposium for Closely-Held Manufacturers

Title: Planning for Successful Transitions and Growth Location: Blank & Rome LLP The Chrysler Building 405 Lexington Avenue New York, NY Link out: http://www.itac.org/Events/TransitionGrowth/index.html Description: A Symposium for Closely-Held Manufacturers Topics and Workshops: >Maximize the value of your business. >Select and develop the people you need to lead your business >Manage change so conflict is [&hellip

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