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Detroit

Join FEI Detroit Chapter for the Hot Topic, "Succession Planning for Privately Held Businesses & Family Wealth Enterprises ", a panel discussion presented by BDO.

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Event Agenda
8:00 a.m - 8:30 a.m. - Networking & Breakfast
8:30 a.m. - 9:30 a.m. - Hot Topic Presentation - "Succession Planning for Privately Held Businesses & Family Wealth Enterprises"
9:30 a.m. - 10:00 a.m. - Networking

Hot Topic - "Succession Planning for Privately Held Businesses & Family Wealth Enterprises"
presented by:
Astrid Braeuer, Tax Partner & Private Client Services Practice Leader
Ryan Darichuk – Tax Senior Manager, Private Client Services,
Vince Mercader, Principal, Valuation & Capital Markets Analysis
Phil Gaglio, Managing Director, Valuation & Capital Markets Analysis
Rachel Caviness, Moderator – National Relationship Director, Private Client & Family Office Services 
There is often a perpetual 5-year rolling plan for many founders and principals regarding when they will hand-over the reigns to the next generation or when they believe the business will be in the right place to consider a liquidity event. Others believe wealth transfer planning was fully addressed when they drafted their estate plan. However, neither of these approaches lead to an ideal outcome for most business and wealth owners – one that maximizes value, minimizes taxes and lessens conflict for both family members and employees. This session will discuss the key tax, valuation and operating considerations that coincide with a comprehensive succession plan.

Learning Objectives:
Differentiate between basic vs comprehensive succession planning
Recall various income and estate tax strategies that can be deployed using advanced succession planning
Understand valuation drivers and considerations
1 CPE Credit Offered