Succession Planning for Family Business

August 20, 2014



2:00 PM - 3:00 PM EST

Please join Tom Stewart, Executive Director of the National Center for the Middle Market, and a panel of experts to discuss the secrets of successful family business succession planning. Please complete this short survey so we can cover the areas of succession planning that are most important to you.

Topics include:

  • The most effective strategies to transition your family-owned business
  • Handling family dynamics and new business leaders
  • Best practices for transferring wealth and company ownership

Panelists include: 

  • Les Banwart (CEO Banwart Strategies)
  • Kerry Sulkowicz, MD (Psychiatrist & Managing Principal of Boswell Group)
  • Tom Kotick CPA, CFP (Director SS&G)

Save your spot, register today.