Webinars

Webinars

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For Previous webinars, click here

Succession Planning Webinar Schedule
All sessions are at 10 am and will last approximately 45 minutes
The webinars are free, and are sponsored by the Succession Planning Program at Kent State University and the Ohio Department of Job and Family Services (ODJFS). You will need a computer, internet connection, and a phone to participate in the webinars. No software download or configuration is required.

Using an Advisory Board to Help Manage and Exit Your Business - View Recording Here Mon, May 11, 2009 - 10:00 AM Presenter: Dave Gaino, Apple Growth Partners For companies too small to have a full-fledged Board of Directors, an advisory board can be a useful and elegant compromise. Learn how it can help with some of the most critical decisions as you build and ultimately exit your company. Download slides from webinar here (pdf only)

Communicating Your Exit Plan to the Family - View Recording Here Wed, May 13, 2009 - 10:00 AM Presenter: Randy Fairfax, Highland Consulting Associates Does your family know your plans for the business, for yourself, and for them? The key to a successful transition, whether or not it is to family members directly, is open communication. Learn how to maximize the family harmony and minimize the discord at this webinar.

Selling Your Business To Your Employees: Employee-Owned Cooperative - View Recording Here
Fri, May 15, 2009 - 10:00 AM
Presenter: Mark Stewart, Shumaker Loop & Kendrick
Selling your business to your employees can be an appealing option for business owners, especially if there are not family members or outside buyers ready and willing to take over. In addition, selling to your employees also has some appealing tax breaks for the selling owner. Employee-owned cooperatives can be an effective alternative for smaller companies in which setting up an Employee Stock Ownership Plan (ESOP) is cost prohibitive. Find out more at this webinar! Download slides from webinar here (pdf only) Link to articles on cooperatives on the OEOC website

Structuring a Sale of Your Business to an Employee Stock Ownership Plan (ESOP) - View Recording Here Wed, May 27, 2009 - 10:00 AM Presenter: Carl Grassi, McDonald Hopkins If you are contemplating a sale to your employees using an ESOP, this webinar will break down the steps on structuring the sale. Download slides from webinar here (pdf only)

Transferring Your Business Through Gifting and Trusts - view Recording Here Fri, May 29, 2009 - 10:00 AM Presenter: Tom Gilbride, Gilbride & Company In a family business, common strategies in transferring the business to the next generation include gifting and trusts. Learn the latest on gifting rules and regulations, as well as the ins and outs of various trusts and their proper usage at this session. Download slides from webinar here (pdf only)

The Uses of Insurance in Your Succession Plan - view Recording Here Mon, Jun 01, 2009 - 10:00 AM Presenter: Jim Aussem, Cavitch Familo Durkin & Frutkin Various forms of insurance can be a useful tool in planning for your exit from the business. Unfortunately, it can also be misused or not used at all. Learn more at this webinar! Download slides from webinar here (pdf only)

Selling Your Business to an Outside Buyer - view Recording Here Wed, Jun 03, 2009 - 10:00 AM Presenter: Andy Sathe, The Malibu Group Selling to an outside buyer has many advantages for a business owner, but there are some potential pitfalls to be avoided as well. Learn the ins and outs at this webinar! Download slides from webinar here (pdf only)

The ABCs of Transferring a Business to Family - view Recording Here Fri, Jun 05, 2009 - 10:00 AM Presenter: Chuck Adler, Schneider, Smeltz, Ranney & LaFond Transferring a business to family members involves a distinct set of issues. Whether it's identifying which family members are willing and able to take over, or finding the best method of transferring the ownership stake, the issues are complex. Learn how to navigate the path in this webinar. Download slides from webinar here (pdf only)

For previous webinars, click here