Family businesses are tricky. How do you value the business? How do you make sure feelings aren't hurt? How do you ensure clients aren't hit with unneeded tax burdens during transitions and integrations of the next generation?
Join Chris Bean, a CPA who owns and operates a multi-family office started by his father. Chris has a unique perspective on the matter and has experienced the road bumps of family businesses. Having helped countless others navigate through these transitions, Chris is ready to help YOU!
Learning Objectives:
- Identify potential issues
- Outline common methods
- Determine what happens when gifting the business
- Identify the steps of selling the business
- Recognize how to manage tax complexities
Chris Bean
Private Advisory Group
CEO
chris@privateadvisory.com
(425) 498-2320
Chris is an investment advisor and licensed CPA with over 20 years of experience in the wealth management industry. His firm partners with attorneys, accountants, and other advisors to provide comprehensive wealth management for their clients. He also has extensive experience working with business owners to improve tax management, mitigate risk, and optimize transition plans. Chris and his family lived in Shanghai for seven years, where he owned an industrial coatings company.
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