Partners produce event on transitioning family businesses

July 5, 2017 - Grand Rapids Business Journal

A local investment banking firm is co-hosting a business planning seminar focused on continuing the success of family businesses across generations.

Charter Capital Partners has partnered with BDO and Miller Johnson to host Mapping the Legacy of Your Family Business on July 25 at GVSU’s L. William Siedman Center in Grand Rapids, at 50 Front St. SW.

The seminar will take place from 3:30-5 p.m. in the Loosemore Forum, room 1008.

Doors for the seminar open at 3 p.m. for appetizers and networking opportunities. Attendees are required to register prior to the event at creatingalegacy-grandrapids.eventbrite.com.

The seminar will center on how to transition a family owned business across multiple generations, with discussions on common misconceptions about gifting a business, what to ask when developing a succession plan, opportunities to build a family succession solution and wealth protection strategies.

Business expert Tom Deans, who authored “Every Family’s Business,” will present at the seminar, which will include a panel discussion from Charter, BDO and Miller Johnson industry professionals. more

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