Family Business Succession Retreat
This event is now at full capacity. Registration has been closed.
Attend this three-day retreat to begin building your succession and estate plan with the support of family business, tax and legal experts – all in one place! Your family will learn from leading experts who have decades of experience and lessons learned to help you understand the right questions to ask, make informed decisions and have productive, constructive conversations. All family members affected by ownership or management transition should attend to assure outcomes are inclusive, positive, business-smart and family-friendly.

February 18 - 20, 2020
The Davenport Grand Hotel
333 West Spokane Falls Blvd
Spokane, WA

Topics and Takaways

Succession Planning
You’ll begin the proven strategic succession planning process Northwest FCS Family Business Advisors have used with hundreds of families throughout the Northwest and leave with a start to your initial plan in-hand.

Communication (DISC Assessment)
Take the DISC communication assessment and learn to use this powerful tool to understand each others’ styles and communicate more effectively as a family.

Tax Planning, Entity Structure and Legal Considerations
Identify common mistakes and learn estate tax and entity structure strategies to minimize taxes without surprise bills or unintended consequences.

Preparing for Transition
The succession and estate planning processes involve preparing for major life changes that may cause complex and sometimes difficult emotions to surface. Learn to understand and constructively address your natural emotions while supporting family members through their own experience.

Contact the Business Management Center

866.552.9193 |

Tuesday, February 18
1:30 p.m. - 8:30 p.m.
Wednesday, February 19
8 a.m. - 5 p.m.
Thursday, February 20
8 a.m. - 11:30 a.m.

Dress is business casual (jeans are fine).

Succession Retreat Facilitators
Dr. Don Jonovic, Family Business Management Services

Dr. Joe Albert, Gonzaga University

Michael Stolp, Northwest FCS

Carl Sohn, Northwest FCS

Steve Pruss, Ahrens DeAngeli Law Group

Paul Neiffer, CliftonLarsonAllen LLP

Chris Hesse, CliftonLarsonAllen LLP

Begin Building Your Plan
Facilitators guide you to complete key steps that make succession planning strategic, including your family business history, core values, business assessment, personal goals and vision. Work together as a family to identify focus areas and prioritize specific tasks to begin transferring responsibility to the next generation. Explore your philosophy for estate planning and how asset transfers align with your business strategy and on- and off-farm heirs.

Strengthen Relationships
The succession journey can strain family relationships. Learn effective ways to communicate and address conflict to ensure relationships remain strong by balancing individual, family, business and owner perspectives.

Spend One-on-One Time with Experts
Identify common mistakes and learn estate tax planning strategies to minimize taxes without surprise bills or unintended consequences.

Get the Most Out of Your Experience

After you register, we will schedule a call with one of our Family Business Advisors. On the call, we’ll answer questions, review pre-work assignments and your goals to ensure you get the most out of your experience. We’ll also confirm the retreat is a good fit for your family and operation.