Dbriefs Webcast

Transition readiness: Family governance and leadership

Private Companies

September 27 | 2 p.m. ET | 18:00 GMT

Host: Bob Rosone, managing director, Deloitte LLP
1 Overview CPE credit | Specialized Knowledge

Because the demands of a family-owned or other closely held enterprise can be all-consuming, planning for major transitions, including succession, is often postponed. How can effective planning drive growth, improve performance, and support family harmony? We'll discuss:

  • How strategic, long-term transition readiness can help fulfill personal and business goals.
  • Balancing business needs and family concerns through a long-term governance plan.
  • Solidifying the next generation of company management through leadership development.
  • Addressing family and business needs through estate and gift tax, life insurance, investment planning, and philanthropic planning.

Participants will learn leading practices for transition planning that transform a dreaded task into an integral part of business strategy and operations.

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Robert Rosone

Robert Rosone

Managing Director | Deloitte LLP

Bob is a managing director with Deloitte LLP where he is focused on developing its middle market practice through Deloitte Growth Enterprise Services. His responsibilities include business development... More