Family Run Businesses and Succession Planning

Planning for the long-term success of your construction business includes developing a strategy for growth, tax efficiencies and ownership transition. In this session with Leilani Kagan (TDS Law) and Chris Reichert (Reichert Family Enterprise Advisors), you will learn how to structure and manage your business to achieve optimal tax efficiencies, and how to prepare stakeholders (family and non-family managers) for various succession planning strategies. This session will also provide recommendations on personal estate planning for business owners and employees.

Leilani Kagan, K.C., Partner, Thompson Dorfman Sweatman LLP 

Leilani is a partner in the Business Law Group (Tax). Her practice encompasses corporate transactions and all aspects of income and commodity taxation, including domestic and cross-border mergers and acquisitions, with a primary focus on owner-manager taxation issues, corporate reorganizations, spin-offs, private equity investments, financings, REITs, partnership and joint ventures.

Leilani’s practice includes business succession planning, estate planning and trusts. Her practice also includes charities and non-profit organizations.

Chris Reichert, MBA, FEA, TEP, Reichert Family Enterprise Advisors

Chris is a family meeting facilitator and Family Enterprise Advisor (FEA) specializing in the areas of family governance, strategy, and the complex 'soft side' issues that challenge multigenerational enterprising families. He serves a small number of families that are serious about succession/continuity planning and doing what it takes to thrive, as a business and family, across generations. All work is performed on a transparent fee-for-service basis, and in collaboration with the client's incumbent team of trusted advisors.

Website:  www.reichertfea.com