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How to Kick Start Your Succession Plan
July 19, 2017, 7:45 AM – 10:00 AM
$15Please join Harry Fraser of The Fraser Group and Lindsay Skilling, CEO of Gifford’s Famous Ice Cream at Thomas College to kick-off the first workshop in a three-part series brought to you by the Institute for Family Owned Business (IFOB) and Thomas College.
Supporting IFOB's overall programming theme for the year: "Growing and Protecting Your Family Business", this workshop is the first in their 3-part Educational Series. The series consists of three seminars/workshops. The first two sessions will be available with local hosts and remote access at Thomas College. The third session will be held at OceanView in Falmouth. These workshops fall under the umbrella of the "ART of Family Business." You can come to one, two or all three as each provide unique topics for discussion. Open to all!
- A - is for "Action" - How to Kick Start Your Succession Plan
- R - is for "Reaction" - Best Practices to Avoid Taxes Now and in the Future
- T - is for "Traction" - SBA Panel Showcasing Federal & State Resources including an IFOB Associate Partner Showcase
Action – “How to Kick Start Your Succession Plan Panel”
The Program will address questions such as: what are the obstacles to succession planning, what questions to ask to begin the process and who to turn to for guidance. The goal is for business owners and family members to be better prepared when they begin the succession planning process.
The Program will consist of four panelists and a moderator. Panelist will provide advanced questions to the moderator and will share their own unique experiences in helping business owners with their succession plan. The panelists will address key questions that owners need to ask themselves at the outset of the process. The Program will also cover unique transition considerations for family-owned businesses and overcoming obstacles.
Moderator:
- Tony Payne, Clark Insurance
Panelists:
- David Jean, Albin, Randall & Bennett
- Timothy Benoit, PerkinsThompson
- Jim Lyon, Summit 9 Consulting
- Jeannine Pendergast, Spinnaker Trust