Join us as we discuss effective succession planning & how we and your existing trusted advisors can help ensure smooth & successful wealth & business transitions.
THE JOURNEY OF OWNING & OPERATING A FAMILY BUSINESS.
THE PERSONAL ISSUES & THE BUSINESS ISSUES.
Presenter – Bruce Auld
Partner at C3 Accounting & Advisory with over 30 years experience advising family businesses.
FAMILY OPTIONS TO SECURE VALUE FOR YOUR BUSINESS AND THE FAMILY – UNIQUE INSIGHTS.
Presenter – Grant Slater
Director at Tribe Strategic Accountants & Business Owner Exist Specialist
THE EVOLVING FAMILY GOVERNANCE AGREEMENT, WHY THEY WORK.
Presenter – Steven Grant
Director at Merthyr Law & Estate Planning Specialist