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A Facilitated Workshop and Tutorial:
Part One (of 7): The Planning Process. A conversation about the succession-planning process, and an introduction to the Barlow family, our hypothetical…
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A Facilitated Workshop and Tutorial:
Part 2 (of 7): The Importance of Planning. CPA Doug Sippel discusses the importance of planning: "Failing to plan is planning to fail."
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A Facilitated Workshop and Tutorial:
Part 3 (of 7)- Valuing the Legacy. Host Bart Eleveld, Extension Economist for Oregon State University, explains why and how to determine the values you and…
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A Facilitated Workshop and Tutorial:
Part 4 (of 7): Building Your Team of Experts. CPA Steve Hopkins discusses how to build the team of experts that can help you with succession planning.
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A Facilitated Workshop and Tutorial:
Part 5 (of 7): Family Communication. Robin Klemm, Director of the OSU Austin Family Business Program, discusses the characteristics of both good and bad…
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A Facilitated Workshop and Tutorial:
Part 6 (of 7)- Tools of the Trade. Our team of six experts discuss topics critical to the succession planning process.
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A Facilitated Workshop and Tutorial.
Part 7 (of 7)- Implementation, Maintenance, and Review. This section concludes the program with the host, Bart Eleveld, Extension Economist at Oregon State…
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