Identifying goals, priorities, and responsibilities is a critical component of effective business succession. Please join us for a seminar on taking control of the succession process your business will undergo sooner rather than later.

Our panel of finance, insurance, and legal professionals will address the current and future succession issues affecting business owners and corporate executives. The panelists are experienced in developing and implementing succession plans to maximize value and also address personal and family issues, such as:

  • How do you determine the value of your business?
  • When is the best time to effect an ownership transition?
  • Is your succession plan to give equal ownership in your business to adult children causing conflict in your family?
  • How do you provide for children who are not "in the business"?
  • Can your children/management team operate a profitable business and buy your stock?
  • Will your current succession plan require that you sell your business to creditors, competitors, or the IRS?
  • Could your family business survive an owner/key manager's death, disability, bankruptcy, or divorce?
  • How do you "protect" your children from creditors (including spouses)?
  • How does the new tax law help you maximize benefits to your family?
  • What role does insurance play in assuring the economic success of your succession plan?    


Robert P. Krauss, Esq., Business and Finance Department, Ballard Spahr
Heike K. Sullivan, Esq., Family Wealth Management Group, Ballard Spahr
Bradford Crockett, National Sales Director, Guardian Life Insurance Company
Alan Jay Koshner, Senior Insurance Marketing Specialist, Stifel Nicolaus
Brian J. Odelli, Vice President/Investments, Stifel Nicolaus