Event

  Business Succession Planning for Owners of Closely-Held Businesses More Info Speaking Engagement 09.13.2018 11:30am

On Sept. 13, 2018, Jim Head will deliver a presentation on business succession planning for owners of closely held businesses at a luncheon hosted by the Financial Planning Association's (FPA) National Capital Area chapter. The presentation will cover how to:

  • Help preserve unity and harmony among family members
  • Transition ownership of the family business to subsequent generations
  • Continue the founder’s set of core values
  • Minimize wealth transfer taxes

For more information, including registration, click below.

FPA: Business Succession Planning for Owners of Closely-Held Businesses