At The Podium

Succession Planning for Family-Owned Businesses

Tulsa Family Business Forum

McAfee & Taft tax attorney Steve Cole serves on a panel of advisory experts from the accounting, financial and legal industries to discuss the unique issues and challenges associated with succession planning for family-owned businesses at the 2015 Tulsa Family Business Forum sponsored by The Journal Record.

Discussion topics include:

  • Critical components of a succession plan from a legal, tax, accounting and financial perspective
  • Greatest risks faced by business owners who do not plan well
  • How a family’s ability to communicate impacts succession planning
  • Why “fair is not always equal and equal is not always fair” in family-owned businesses
  • Strategies for motivating the senior generation to take action as it relates to planning
  • Frequently asked questions by family members when planning for succession of ownership or management

March 2, 2015
Tulsa, Oklahoma