All in the Family—How to Prepare to Take Over the Family Business

(July 14, 2021) - If you’re contemplating passing on your business to family or are getting ready to assume ownership, you can’t afford to miss SC&RA’s upcoming virtual conference, Key Considerations for Effective Succession Planning. The one-day event, July 28, features topics on private equity sales; how to find buyers and get professional assistance; preparing for liquidation/sale; how to prepare financials; and federal estate tax law changes you need to know about.

Speakers include: Glenn Rayle, Managing Director, Chapman Associates; Maryann Ford,
Managing Director, Chapman Associates; Michael Rosendahl, CFA, Principal, PCE Companies; Braden Eddy, Senior Associate, Hastings Equity Partners; Jason Giorgio, MBA, CFP, CLU, Pacific Advisors; Lee Resnick, Partner/Co-Founder, Resnick Associates; and Terry Resnick, Partner/Co-Founder,
Resnick Associates.

To see the full agenda, speaker bios, and to register, visit www.scranet.org/Succession2021. For more information, contact Surian Choi.