Succession Planning for the Independent Retailer

Succession Planning for the Independent Retailer

Less than one third of all family businesses survive transitioning to the second generation and only one half survives the transition from the second to third generation. Although it is difficult to face and procrastinated by most, succession planning is a critical process. It is not simply critical for the business unit, but perhaps more importantly critical for the family unit. Poor succession planning processes tear families apart!

During this seminar we will focus on the critical issues that surround the transition to future generations. We will share with you comprehensive strategies for the selection process of both asset distribution and company leadership, how to proactively deal with family situations resulting from non-selection, how to develop an environment that will encourage future generations’ interest in the business, how to understand when to let go, and basic estate planning concepts.

CEUs — 1.5

Presented by:

Joe Milevsky
JRM Sales & Management, Inc.
Acworth, GA

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Date/Time
Date(s) - Friday, 03/15/2013
10:30 am - 12:00 pm

Location
Room N320CD

Category(ies)

  • Elective
  • Young Guns

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