Substantive Program

Thursday, June 7th * 1:45 - 2:55 p.m. * Location: Cooper Creek 3

Preparing the Family Business and Entrepreneurial Family for Business Transition

Speakers: Vic Panus and John Christensen

Moderator: Shira Truitt

Business Transition is a timely topic for attorneys and clients, as the economy improves and aging baby boomers retire. This presentation will discuss a multidisciplinary (Tax, Legal, Financial) approach to preparing the business owner and business for transition touching on technical and “soft side” of advising clients through this process.