Presentations

Foresight frequently is invited to speak at events, conduct workshops for family businesses transitioning and provide CPE seminars for accountants of closely-held businesses.  Some of the topics and workshops include:

  • CHANGING LANES WITHOUT A MAJOR COLLISION – Half day or full day workshop to jumpstart business owning families and their advisors on the road to developing a transition plan.
  • HOW NOT TO STEP INTO THE HORNETS’ NEST: TRANSITION PLANNING for CLOSELY-HELD BUSINESSES– One to two hour CPE seminar for Accounting professionals
  • SUCCESSION PLANNING for the FAMILY OWNED BUSINESS- Three hour workshop for groups of privately-held business owners.
  • ESTATE PLANNING for the FAMILY OWNED BUSINESS – One hour seminar for business owners.
  • EXIT STRATEGIES THAT WORK- One hour seminar for business owners.
  • MOVING THE BUSINESS FORWARD: THE IMPORTANCE OF POSITIVE CONFLICT- Conflict leads to change and change leads to conflict.  Business owners can learn to make it positive.

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