Leveraging a Legacy: 6 Strategies for Successful Business Planning

Lisë Stewart, Executive Director of the Galliard Family Business Advisor Institute,  will draw upon her 20+ years of experience to share practical advice for ensuring the sustainability of family businesses as they pass from one generation to the next.  Lisë will discuss the various steps that any family-owned or closely held business owner should undertake to plan for their future – including the key components of an exit strategy, an effective succession plan, incorporating the family plan into the business plan and when to consider outside management or other options for non-family management of the business.