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Webinar Description


Many business owners would like to pass their business onto the next generation. The would also like to be sure they have adequate funds for retirement.

The challenges and demands of transition are often the reason why parents end up selling to a third party.

Transferring the business to the next generation only works if the current generation truly wants to transfer and the next generation has a desire to carry on the business.

Three critical obstacles:

  • Lack of planning
  • Lack of good communication
  • Lack of “cash”
They will present family business processes for meeting these obstacles as well as explain some of the corporate legal tools that can create a workable formula for the transfer of the business to future generations.

Target Audience:

Key take home learning points: Using Business/legal tools to aid in transition:

About the Presenters


Otis Baskin, Ph.D.



A Consultant of the Family Business Consulting Group, Inc., Otis Baskin brings extensive international experience to his focus on management and governance/decision-making issues in family businesses.

He has worked with family-owned businesses in the United States, Europe, Asia and Latin America over the past 16 years. Dr. Baskin has spoken on various topics to many organizations including the Family Firm Institute (U.S.), the Family Business Network (Europe), The Conference Board (Mexico) and The World Knowledge Forum (Korea). His primary expertise is in helping business-owning families develop plans for leadership succession, development of next generation leaders, and family/ownership structures/decision processes. He was the founding director of the Family Business Forum at The University of Memphis

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Roger Neu, J.D.



Roger L. Neu is an attorney specializing in the area of mergers and acquisitions of privately held businesses (“M&A Service”) ranging in size from $5,000,000 to $250,000,000. M&A Services provided include preparing clients for sale, facilitating selection of the best investment banker, complete negotiation of all transaction terms, tax analysis and deal structure, due diligence, documentation and facilitating the successful closing of the transaction. In addition to providing M&A Services, Mr. Neu also has extensive experience in advising clients in the areas of; (i) business entity formation and reorganization; and (ii) structuring and drafting of business contracts. The M&A Law Firm was founded by Mr. Neu in 1982 with the primary purpose and focus of providing highly specialized M&A Services to privately held companies.

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