Transition by Design – Successful Succession of the Family Business and Wealth
Summary of presentation:
All privately-held businesses will transition at some point – either by design or by default.
This presentation will:
(1) Identify the key drivers that underlie the business dynamics and the family dynamics;
(2) illustrate a three-pronged approach to designing an integrated business succession plan that aligns the goals and objectives of the business and the family
(3) discuss strategic opportunities and pre-transaction planning steps to optimize the chosen path.
Speaker Biography
Susan Rounds
Head of Wealth Planning – Western Region
Deutsche Bank Wealth Management
Susan works with ultra-high net worth clients on matters of tax and estate planning, business succession, risk management, philanthropy, family governance and legacy.
Her teaching experience includes the University of Georgia Law School, the Terry College of Business, the Becker CPA Review Course and the NYU Summer Institute on Taxation.
Susan makes frequent presentations across the country and her articles have been featured in leading publications.
