cs3 Starting from scratch 20 years ago, Kathy built a successful chain of specialty boutiques. After years of 12-hour days, Kathy is looking forward to retiring from the business some day. Because she has always expected to gradually hand the reins over to her daughter, Christina, he never spent enough time grooming a layer of senior management.

Last night, Christina broke the news to her mom. Christina has decided to leave the family business and start her own venture. In a moment of shock, Kathy saw her retirement dreams crumble. She wonders how much longer she is going to have to work.

THE PROCESS OF PREPARING TO TRANSFER YOUR BUSINESS BEGINS 3-5 YEARS IN ADVANCE.
Once you have decided to think about transferring ownership, there is much to do. We work with you to help restructure your affairs with the transfer in mind.
Why begin so early? If you hope to sell in 3 years, there are only 750 working days left to put your house in order.

Family Business Succession & Wealth Governance

SUCCESSION PLANNING WEALTH TRANSFER

SUCCESSION PLANNING WEALTH TRANSFER GOVERNANCE FAMILY MEETINGS PHILANTHROPY BEST PRACTICES

BOOKS LINKS

EVENTS

Previous Seminars

Mike Cohn has presented seminars for the following groups:

University Family Business Forums
Professional Groups
Continuing Legal Education
Community Foundations
Family Offices

Arizona State University Family Business Forum

Belmont University

Cornell University (Seeley Conference)

Goshen College

Indiana University

Kennesaw College Family Business Forum

Kings College Family Business Forum

Montana State University

North Carolina State University

Oregon State University

Owner Managed Business Institute, Harvard (OMBI)

South Carolina University Family Business Forum

Southern Illinois University

St. Louis University

Texas A&M University

Thunderbird - The Garvin School of International Management

Tulane University

University of Alabama

University of Memphis

University of Pennsylvania

University of San Diego

University of South Carolina

University of South Dakota

University of St. Thomas

University of Tennessee

University of Texas at El Paso

Virginia Commonwealth University Family Business Forum

Wichita State University Family Business Forum

American Bankers Association (ABA)

American Hotel & Motel Association

American Machine Tool Distributor Association (AMTD)

American Meat Institute

Association of Building Material Distributors

Association for High Technology Distribution (AHTD)

Inland Press Association

Institute for Scrap Recycling Industries (ISRI)

Miller Brewing Company

National Association of Flour Distributors

National Association of Insurance and Financial Advisors (NAIFA)

National Association of Manufacturers (NAM)

National Association of Personal Financial Advisors (NAPFA)

National Electrical Contractors Association (NECA)

National Home Furnishings Association

National Lumber Hardwood Association

National Restaurant Association

University of San Diego

Psychodynamics of Family Business

Society of American Florists

Southern Newspaper Publishers Association

Suburban Newspapers

Truswal Systems

Western Growers Association

Young Entrepreneur's Organization (YEO)

Young President's Organization (YPO)

Arizona State Bar

Attorneys for Family Held Enterprise (AFHE)

Minnesota Bar Association

Southern Arizona Tax & Estate Planning Forum

Southern California Tax & Estate Planning Forum

St. Louis Estate Planning Council

University of Miami Tax Institute, Heckerling Institute

Arizona Community Foundation

Community Foundation of Western North Carolina

Council on Foundations

Elkhart County Community Foundation

Jewish Community Foundation

Family Office Network (FON)