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Friday, October 8, 2010 Do you have a game plan for your personal finance that is aligned with your business goals? Business Owners become wealthy by having a majority of their personal assets tied up in their business, a high risk high reward scenario. But can they stay wealthy being under-diversified? Do you know if you will have a choice to gift business stock to the next generation or will you be forced to sell in order to become more liquid? For most family businesses, 60% - 80% of their net worth is tied up in one asset. The sooner you start the easier it will become to reduce your “net worth” risk, create more liquidity, and increase your financial choices surrounding business succession.
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Please contact Sally Derstine at (215) 723-8413 or click here for more information or to register.
The Family Business Learning Community gathers monthly to learn best practices of successful business families and competent advisors. Join our membership of over 80 family firms from all industries across the tri-state area. These 1st through 5th generations learn from each other and with each other at quarterly Forums and monthly Mini-Forums.
Forum cancellations must be made 2 days prior to event; if registration fees are involved, they cannot be refunded or waived when cancellations are made after that date or when the registrant does not attend.
Directions:
600 W. Germantown Pike, Suite 261
Plymouth Meeting, PA 19462
(484) 534-2654
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© 2006, Delaware Valley Family Business Center. All Rights Reserved. 340 North Main Street, Telford, PA 18969 |
