Lunch & Learn Series
Note: This program has been postponed due to sickness. Stay tuned for new date. Thanks!
The Subject:
Preserving Your Legacy: Strategies for Business Transition
Will the legacy of your family business survive a business transition? It has been said of family businesses that the first generation starts it, the second generation runs it, and the third generation ruins it. However, that does not need to be your reality. When it comes to preserving wealth, honoring the family legacy, and preparing for next generation leadership, you have choices – more than you realize. We will discuss the strategic process of planning for transition and preparing a business for a successful transfer either to the right buyer or to the next generation.
The Expert:
Porter Alexander, ATW, LLC, is an innovative Financial Consultant with over a decade of experience in the Financial Services industry. Porter’s hallmark has been to understand each client specifically and to assess the often unintended benefit or consequence of the solutions being implemented. Designing benefit plans by deciphering the owner’s needs and understanding their limitations to craft solutions that grow with the business is Porter's specialty. He draws on his wide knowledge of business, investment and accounting concepts to get to the root of the issues and assist owners with growing their business, saving on taxes, keeping their employees, and positioning for a seamless exit. Ask, understand, make sure you understand, and do!
“Knowledge is a process of piling up facts; wisdom lies in their simplification.” Martin H Fischer.
Lunch Provided.
Note: The Legacy Centre's Lunch & Learn Series is a monthly/bi-monthly educational workshop in a small group setting that gives owners and key employees the freedom to ask questions and seek specialized training from experts on professional topics pertinent to their business success.
When
Thu Sep 27, 2012
11:30 a.m. - 1:00 p.m.
Where
Sequoyah Grille in Western Plaza
4429 Kingston Pike
Knoxville, TN 37919