This program is intended for financial advisors, private bankers, business consultants, and certified public accountants who advise family businesses in succession planning. Participants will gain knowledge and understanding of the unique dynamics of family businesses, the complexities family business owners face, and how to advise them as they plan for the inter-generational transfer of their business.

Areas of Study Include:

• Understand and manage the family/business dynamic
• Understand generational values and communication
• Understand governance and leadership development models
• Understand business valuation
• Prepare the senior and next-generation for succession
• Understand natural resource-based businesses challenges
• Communicate the need for estate planning