Mergers & Acquisitions Forum

Truth & Consequences: Planning Effective Business Succession

Presented by Alison Moss, Vice President, and Jason Cain, Private Wealth Advisor

The potential impact on personal relationships and family dynamics in the business succession planning is often overlooked by advisors and their client yet is often the underlying reason why 70% of business transfers fail. Included in our discussion, from the perspective of G2, will be what parents should be mindful of in their planning for the succession of the family business. Driving the discussion will be the personal (DNA) versus business (resume) attributes of family members and options for G1 that can address a family’s dynamics while effectively transferring to the next generation of business owners.

Date & Time:
Tuesday, February 28, 2012
11:30a.m. to 1:15p.m.

Houston Achievement Place (HAP) Training Ctr.
236 W 17th Street
Houston, 77008

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