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This is a power point presentation from 2018 Clackamas Tree School, 6B Thinking About the Future of Your Forest: Passing it on to the Next Owner
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Paul Menig of Tech-I-M delivers insights for family businesses interested in implementing an advisory board.
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Jackson Lewis of Tonkon Torp LLP shares valuable insights on the intersection of estate & succession planning and business transitions. November 16, 2017, Portland.
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April 11, 2017 - Tualatin Featuring Steve Bennett of Farleigh Wada Witt
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Grant Jones, director at Exvere Mergers & Acquisitions, sits down to talk about his journey from third generation family business member to professional advisor with family business clients.…
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Family Business 360 - Tualatin October 13, 2016
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Family Business 360 - Tualatin, May 18, 2016
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Family Business 360 - Tualatin, April 13, 2016
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Portland, January 14th, 2016 The Middles: Transition Planning for the Second Generation
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Portland, November 12, 2015 - Cashing Out and Buying In: The Dual Financial Challenges of Family Business
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Bend, May 20, 2015 - Multiple Generations in the Family Business
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Tualatin, May 13, 2015 - Increasing the Value of Your Family Business
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Tualatin - April 15, 2015 - Will the Next Generation Stay or Go? Communications That Support Family Business Unity
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Portland, December 3, 2014: Introducing Your New Date to the Family Business
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Medford, October 8, 2014: Succeeding in Succession - Assessing Your Personal and Business Readiness
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Portland, October 15, 2104: Good Intentions are Not Enough; What Gets in the Way of Successful Succession Conversations
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Portland, January 8, 2014: Trusts 101
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Portland, February 04, 2014: Mining Conflict
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Corvallis January 22, 2014: All in the Family
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Portland - December 3, 2013: Death & Taxes: Planning for the Inevitable While Protecting Your Business and Your Family
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Eugene - November 14, 2013: Family Business Succession and Ownership Best Practices
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Family Business 360: Estate Planning Basics
Corvallis 10/23/2013
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Succession: How Forest Communities Change Through Time, 948.2 DVD. Forestry Media Center, OSU College of Forestry. Running Time:
20 minutes
Target…
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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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The TTTL Workbook DVD includes three cautionary tales about intergenerational transfer of family forestland. This short introduction tells you a little about them, with host Clint Bentz.
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Cautionary tale #3 about intergenerational transfer of family business properties.
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