Partners produce event on transitioning family businesses
A local investment banking firm is co-hosting a business planning seminar focused on continuing the success of family businesses across generations.
Charter Capital Partners has partnered with BDO and Miller Johnson to host Mapping the Legacy of Your Family Business on July 25 at GVSU’s L. William Siedman Center in Grand Rapids, at 50 Front St. SW.
The seminar will take place from 3:30-5 p.m. in the Loosemore Forum, room 1008.
Doors for the seminar open at 3 p.m. for appetizers and networking opportunities.
Attendees are required to register online prior to the event. Tickets are $50.
Topics and speakers
The seminar will center on how to transition a family owned business across multiple generations, with discussions on common misconceptions about gifting a business, what to ask when developing a succession plan, opportunities to build a family succession solution and wealth-protection strategies.
“Transitioning a family owned business can be challenging and having a succession plan in place is imperative for future success,” said John Kerschen, managing director, Charter Capital Partners.
“We are pleased to be a part of this informative conversation and hope it will enable our clients and fellow community members to position their businesses for the future and ensure there are strategies in place to continue to realize their value when the time comes.”