Succession Planning for the Closely Held Business

Chris J.C. Jones

Moore & Van Allen, PLLC

Charlotte, North Carolina

Chris Jones: Moore & Van Allen (mvalaw.com)

There are many challenges and opportunities that confront owners of closely held (often family) businesses as they reach the point when they should consider appropriate succession planning. Succession planning is an area too often put off by the persons who most need to address it. This presentation will review successful techniques to minimize taxes and pay for those that remain, facilitate orderly leadership changes, and position the business for future success.  This presentation will also address issues such as control and cash flow for the business owner, dealing with family members in the business and family members not in the business, incenting key employees, and exit strategies.

Agenda:

5-5:45 Cocktails & Networking, 5:45-5:50 Members Seated, 5:50-6 Board address Members, Welcome Guests, recognize Sponsors; 6-7 Plated dinner and Speaker presentation.

Meal Options:

• For All - Raspberry Citrus Salad with Colorado Greens, Toasted Almonds, Orange Segments, Raspberries, Raspberry Vinaigrette
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• Entree 1 - Tuscan Chicken with Sundried Tomatoes, Spinach, Mushrooms, and Artichoke Cream Sauce, served with Broccolini, Baby Carrots, and Roasted Fingerling Potatoes

Entree 2 - Carved Beef Tenderloin with Shallot Bordelaise, served with Broccolini, Baby Carrots, and Roasted Fingerling Potatoes

• Entree 3 - Cauliflower Steak with Coconut Curry Sauce (GF, VEG, VEGAN), served with Broccolini, Baby Carrots, and Roasted Fingerling Potatoes
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• Dessert - Apple Crisp with Vanilla Ice Cream
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Parking:

Free Parking at DCC