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