An invite-only roundtable for family business owners navigating succession, tax strategy, and next-generation leadership.
Family Business Exchange — Virtual Event 4
About this event
This roundtable is designed for owners and presidents of family-owned businesses who are actively thinking about what comes next — whether that is a leadership transition, a partial exit, or simply building a business that could run without them if it had to.
We will work through the financial, structural, and interpersonal dimensions of succession planning: with real frameworks, honest conversation, and advisors in the room who have guided dozens of families through exactly this process.
Who should attend
- Business owners and founders thinking about succession or transition
- Family business operators with next-generation leadership questions
- CFOs and COOs involved in long-term planning conversations
Reserve your spot today.
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Who you will hear from
Advisors with real-world experience in the room.
Upcoming Events
We show up where our clients are — at industry conferences, local association meetings, and our own roundtables designed for candid conversation.
Family Business Exchange — Virtual Roundtable
Virtual Event
Oct. 31 at 9:00pm
An invite-only conversation for family business owners navigating succession, tax strategy, and next-generation leadership.
Contact Us Today
Questions about our events?
Reach out and we will get back to you within one business day.