“The Family Business Forum event on Wednesday was awesome in every respect. Networking, learning, connecting.... Loved it. Great job!”

- Paula Mahony, Marketing Strategist, Words@Work


Welcome to the IFOB's Webinar Library

Webinar:  Succession Planning 103: Succession Strategies for Family-Owned Businesses
This webinar was recorded on September 29, 2016 and is now available to watch on-demand.


The Succession Strategies Panel Discussion was a program developed by the IFOB and included Estate Plans including Family Transition / Co-op / ESOP Ownership with panelists: Steve Tenney, Senior Vice President, Family Wealth Management Partners, UBS with Jim Costello, Jr., Vice President, Operations from Sun Media Group in Lewiston; Rob Brown, Director, Business Ownership Solutions from the Cooperative Development Institute with Susanne Ward, founder and owner of Rock City Roasters and Rock City Café in Rockland and Jeannine Pendergast, Vice President, Senior ESOP Client Advisor, Spinnaker Trust with Moody’s Collision Centers in Portland.  Seth Webber, Principal Valuation & Forensic Services Group, BerryDunn facilitated this discussion on how to successfully transition a family business within your family, to a Co-op or to an ESOP versus an outside sale. Click here or on the image below to watch the video.

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Webinar: Three Steps to a Successful Business Transition
This webinar occurred November 18, 2015 and is now available to watch on-demand.


“You typically only get one real chance to sell your business, and you want to make sure you do it right the first time.”
~Steve Wain, Chairman of International Business Brokers Association (IBBA)

According to an IBBA/Pepperdine University study, “the largest mistake sellers make is unrealistic expectations, and that’s typically tied to valuations.” Join BerryDunn’s business transition and valuation experts, Frank O’Shea and Seth Webber, as they help business owners and their advisors avoid this mistake. Learn how to set realistic, informed expectations whether you’re selling or creating a transition plan for your business.  In this webinar, our experts show you how to measure the three most important factors in planning for a successful business transition:
  • Owner/personal readiness
  • Business readiness
  • Market readiness

Gain confidence in your business transition readiness, whether it happens today or ten years down the road, and make sure you “do it right the first time.” Watch this webinar on-demand.

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