Welcome to the IFOB's Webinar / Video Library
The IFOB puts on several programs throughout the year, many of which are recorded. We upload these recorded programs to our Video Library Page, so that members can access them on-demand. Access to our Video Library Page is just one of many benefits of becoming a member of the IFOB! Click here to join us today and get access to our on-demand programs! Below is an example of one of these programs.
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. It included Estate Plans, like 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.