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Leaving a family business can be one of the most complex and emotionally charged decisions a family member will ever make. It often involves identity, relationships, expectations, and legacy—far beyond a simple career change. In this candid and insightful webinar, we’ll hear from three individuals who each made the difficult choice to leave their family businesses, and did so with intention, integrity, and grace. Our speakers will share what led them to their decisions, the c

In multigenerational families, meaningful involvement doesn't begin with titles or shares. It begins with trust, conversation, and connection. This webinar, led by Elizabeth Ledoux and Andrea Carpenter of The Transition Strategists and hosted in partnership with Loyola University Chicago's Family Business Center, explores practical frameworks for bringing the next generation into your family's future, without building in a vacuum, without creating chaos, and without waiting u

When the next generation steps up, the story is never just about job titles or legal documents—it’s about trust, identity, and navigating change together. Join us for a thought-provoking panel discussion featuring next-gen family business leaders who are finding their place, earning their voice, and shaping the future of their companies. Through candid conversation, they’ll share: How they entered the business and how it really felt The moments that built credibility and the

An Employee Stock Ownership Plan (ESOP) can be a powerful tool for family businesses looking to ensure a smooth transition of ownership, strengthen employee loyalty, and preserve the family legacy. ESOPs foster growth by incentivizing employees, preserving the family legacy by keeping ownership within the company, and helping ease family transitions by offering an organized method for ownership change. While it provides tax advantages and facilitates succession planning, it r

Your family business is more than a company—it’s your legacy. In this talk, we’ll explore how protecting your brand legally is one of the most powerful ways to safeguard everything you’ve built for the next generation. Whether your name is on the product or you’ve grown a reputation through quality and service, your brand is one of your most valuable assets—and also one of the most vulnerable. Richard Rimer will introduce the foundational tools of brand protection, including

Join Andrew Windham, CEO of Educated Freedom, to learn proven financial strategies to grow and preserve wealth, how to build governance structures, and how to navigate family dynamics during transitions. Whether you're planning for succession, growing your business, or focused on sustaining your legacy, this workshop will provide you with actionable steps to safeguard your family’s future.