Focus on Family

Focus on Family: Transition Planning Fundamentals

OPEN TO FAMILY MEMBERS ONLY

FEX in partnership with Alberta Business Families Institute (ABFI) presents this one day program, for families only, that will cover the key fundamental considerations that families need to understand when transitioning ownership and management of business and assets within the family system. Aside from the usual “succession planning” requirements that businesses have to navigate such as the technical, legal, tax, and estate planning tasks, there are human considerations that can’t be ignored. In a family business, there is the “family” relationship side of the succession process needs structure, care, and attention if your family’s transition process is going to be successful and harmonious.

In this one-day interactive workshop we will cover the key fundamental areas of transitioning the family, the business, and the ownership successfully.

Objectives: The program is developed for family enterprises who are considering, beginning or in the process of transitioning their business and ownership to the rising generation or outside management. We will look at how family relationships play a leading part in moving or stalling the transition process and the skills, governance structures and policies that will assist you in the present and future.

FEX Member Pricing: $475 pp + tax ($350 + tax for additional family members)
Non-Member Pricing: $675 pp + tax
Facilitator: Shauna Feth, FEA – Executive Director of ABFI

DATES & LOCATIONS
OCTOBER 2 | LONDON, ON | REGISTER NOW
OCTOBER 3 | MISSISSAUGA, ON | REGISTER NOW
OCTOBER 5 | GATINEA, QC | REGISTER NOW

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690 Dorval Drive, Suite 135
Oakville, Ontario  L6K 3W7
866.849.0099
905.337.8375