Reserve Your Seat! At Troy Chamber - CLICK LINK 

https://link.edgepilot.com/s/fd6d314f/zO0KvhZZXkW7DwFao321qg?u=https://cca.troychamber.com/EvtListing.aspx?class=E%26dbid2=mitroy%26%26evtid=15570433

Succession planning for a family-owned business is indeed a delicate and emotional process. It goes beyond just passing on a business—it's about preserving a legacy and giving the next generation the opportunity to carry forward the values and vision that built the company.

“It's not how much money you make, but how much you keep, how hard it works for you, and how many generations you keep it for.” ROBERT KIYOSAKI

At the Event :

• Learn How To Preserve Your Family Legacy

• Get A Succession Plan Report Card

• Expert Panel Presentation Plus Q&A Session

• Sign-Up For Free 30 Minute Consultation

Meet The PANELISTS: 

Ursula C. Scroggs, CPA President/Managing Director – DKSS CPAs + Advisors

Janet Pasco - Marketing President– Horizon Bank

Rob Gilbreath – VP, JD Wealth Management Advisor– Horizon Bank

Kristin A. Hughes, JD - Attorney & Counselor at Law – Schluter & Hughes Law Firm PLLC

DID YOU KNOW ? 

· Statistics: Only 30% of family businesses pass to the second generation, 10% to the third, and less than 5% to the fourth.

· Lack of Planning: Over 45% of family business owners expecting to retire in five years do not have a succession plan.

· Aging Population: As of 2020, about 55.8 million Americans were aged 65 and older, making up 16.8% of the total population, and this demographic grew by 38% from 2010 to 2020.

· Lack of Estate Documents: Only 32% of Americans have estate planning documents such as a will or living trust. Additionally, 60% of those without a will have not made any effort to start the process.

· Emotional Barriers: Inertia and unwillingness to face emotionally charged issues hinder both succession and estate planning.

Click to download our flyer:

Reserve Your Seat!