Thank you to everyone for joining us at our Family Business Seminar with Crowe, BPE & Family Business Partnership. A whistle stop tour focusing on Succession Planning, or as Russ Horwarth described it in his opening remarks, Transition Planning or Business Continuity Planning.

We covered key topics with some examples and case studies to bring these to life, including:

Income Extraction – dividends V other forms of extraction and Business Asset Disposal
Top Tips on Dividend Sharing
Equity Incentives for Management
Restructuring the business for exit; growth or protecting assets
Family Investment Company
Will Structures – Simple Wills v Trust Wills
Lasting Powers of Attorney and Governance