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Friday, May 19 • 8:30am - 10:00am
Here Today But Planning for Tomorrow: The Next Gen and Your Business

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Here Today But Planning for Tomorrow: The Next Gen and Your Business
Time:  8:30 - 10:00 am
Category: Business

This workshop focuses on how to plan ahead for a smooth transition of the family business and assets to the next generation. Panelists will discuss how business owners can engage in fruitful conversations with their children about their future, awaken their interest in joining the family business, and address the legal and financial implications of estate planning, as well as their options in terms of next-generation leadership (appoint a family member to take over, sell to a team or coop of current workers, or sell to an outsider). Participants will be invited to reflect on their personal and business goals, their options and challenges to transition the business to next-gen leaders, and to draw a timeline and preliminary checklist of issues to address.

All programs are extended to the public on a nondiscriminatory basis. Reasonable arrangements for persons with disabilities will be made, if requested at least 2 weeks in advance. For more information, contact info@sfsmallbusinessweek.com.


Speakers
avatar for Hilary Abell

Hilary Abell

Project Equity
Hilary Abell is co-founder of Project Equity and has a long history with employee ownership, as a former worker-owner at Equal Exchange and a fourteen-year co-op developer, specializing in companies that create dignified jobs in lower-wage sectors. Project Equity's mission is t... Read More →
avatar for Kristen Armstrong

Kristen Armstrong

Ascent Private Capital Management (U.S. Bank)
Kristen Armstrong, Ph.D., is managing director and senior wealth dynamics coach for Ascent Private Capital Management (U.S. Bank).  She works with clients on strategies that address complex personal, family and financial issues. Prior to joining Ascent, Kristen ran her own firm working with families and family businesses in the Bay Area on conflict resolution and family dynamics. She is an expert in helping family businesses manage the complex dynamics of family relationships. As part of her work, Kristen is involved with family education, family meetings, family retreats, family business/enterprise succession planning, philanthropic planning, and next-generation leadership development. She focuses on preparing next generations for inheriting the family business by creating cross-generational communication strategies based on... Read More →
avatar for Nathan Bennett

Nathan Bennett

Founding Partner, Summit Advisor
As a founding partner of Summit Financial Group, LLC, Nathan has a specialized practice working with business owners on Exit Planning. This specialized approach to helping owners design their exit is vital to accomplishing their financial goal. Nathan’s clients are typically foun... Read More →
avatar for Isabelle Lescent-Giles

Isabelle Lescent-Giles

USF Gellert Family Business Resource Center
Isabelle Lescent-Giles, PhD, is a visiting assistant professor at the Gellert Family Business Resource Center, University of San Francisco. She focuses on how family businesses survive, adapt and stay innovative across generations, and as a business historian, advises families on... Read More →

Sponsors
OO

Office of Small Business

The Small Business Commission and Office of Small Business function as the City’s central point of information and assistance to small businesses in San Francisco. The office provides direct services through customized one-on-one assistance, collaborations with other City agencies and referrals to various small business resources. By championing... Read More →



Friday May 19, 2017 8:30am - 10:00am
SBA 455 Market St #600, San Francisco, CA 94105

Attendees (19)