The most important action to take with a family-run or closely held business is beginning the succession planning discussion. Unfortunately, most of the time business owners are so focused on the day-to-day success of their ventures that they spend little, if any, time on developing a course of action concerning a potential sale, succession or death of the owners. Detailing on paper the business’s daily operations and identifying key players whose exit (either voluntarily or by death or disability) could damage the business are proactive measures that should be implemented in order to strategically adapt to change.
Building a business is time-consuming and requires immeasurable hard work. Make sure your business is prepared to maintain – and exceed – its legacy.
Join us on October 20th at Tri-North Builders to hear from an expert who can guide you through the ins and outs of succession planning.
Our speaker, Nancy Wilson, is a partner at Axley Brynelson LLP. Her practice is in the area of succession planning, tax planning and estate planning. Attorney Wilson assists her business clients with transferring assets and business ownership interests to the next generation through the use of trusts, family limited liability companies, gifting, and buyout programs.
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Date and Time
Tuesday Oct 20, 2015
11:30 AM - 1:00 PM CDT
October 20,2015
11:30 a.m.-1:00 p.m.
Tri North Builders
2625 Research Park Dr
Fitchburg, WI 53711
Location
Tri-North Builders (Training Center, Lower Level)
2625 Research Park Dr
Fitchburg, WI 53711
Fees/Admission
Registration fee included in membership dues investment.
Contact Information
Jane Algiers
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