Business Succession and Multi-Generational Wealth Planning
Join us via Zoom for a discussion on how, for many business owners, the greatest challenge is not building a successful business, but determining what happens when the next generation is asked to lead it.
Join Celina Ochoa, CFP®, Wealth Advisor at Haynie Wealth, and Cassie Gonzalez, CPA, Tax Manager at Haynie, for a discussion on business succession and the challenges families face when preparing to pass wealth, leadership, and responsibility from one generation to the next. This seminar will explore common succession planning considerations, ownership transition strategies, family dynamics, and the role tax, valuation, and estate planning can play in a successful transition.
Attendees will gain practical insight into how thoughtful planning can help preserve business continuity, align family and financial goals, and prepare future generations to become capable stewards of the assets and opportunities entrusted to them.
Event Details
Date: Wednesday, August 26
Time: 2:00 PM – 3:00 PM CDT
Location: Zoom Webinar
Topic Highlights
- Business succession planning fundamentals
- Ownership transition strategies and considerations
- Navigating family dynamics in succession planning
- The role of tax, valuation, and estate planning
- Preparing the next generation for leadership and stewardship