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Solving the Unique Challenges of the Family-Owned Business: A Case Study (Chapter Hosted Webinar)

March 7 @ 9:00 am - 10:00 am

Join Us for an hour of education and discussion over coffee in a casual setting…


The Silicon Valley Chapter of the Society of Financial Service Professionals is hosting a live morning webinar with small group discussion.  The format is 60 minutes of live presentation with the remaining time dedicated to real-time Q&A with the presenter and other participants.  Attendees are typically financial advisors/planners, attorneys, CPA’s, insurance and investment professionals – our webinars create opportunities for collaboration and networking.


Program Overview

Do you know what your clients with family-owned businesses need…or want? So often, family business owners spend all their time, profits, and energy building the business, but have not considered their own exit plans, retirement, or worst case scenarios. And sometimes their needs are more complex than those of other business owners. An advisor who can bring this insight and expertise to clients with family-owned businesses adds tremendous value to the relationship. Discover the unique challenges of family businesses through a case study. We will discuss the role of business valuation, and the importance of succession strategies, retirement income and legacy and estate planning to family business owners.


Attendees will learn:

  • What to expect from an informal business valuation;
  • What the unique challenges of succession planning are for owners of family businesses;
  • What tools are available to help the business owner plan for his or her retirement;
  • How estate equalization solutions can help ease the transition challenges of business owners with children outside the business.


Featured Speaker:

Patti Bell, CPA, CLU is AVP – Advanced Solutions at The Principal Financial Group® where she supports agents and brokers who have technical questions regarding advanced business and estate planning cases.  Patti develops marketing tools for technical reference on executive benefits, business succession, estate planning and life insurance products. A native of Iowa, she graduated from Loras College, Dubuque, Iowa, with a BA in Accounting.  Patti is a current member of the American Institute of CPAs, Iowa Society of CPAs and the local chapter of Society of Financial Service Professionals.  Patti is currently serving a one year term as president on the Board of Directors of the Iowa Society of CPAs.  She is a frequent continuing education speaker across the country on business planning, executive benefits, estate planning and life insurance planning. Since joining Principal in 1986,  Patti has had a variety of responsibilities in the company, including tax reporting, and support for the business and advanced markets.


CE Credits

1 CFP® credit, 1 CPE (accounting) credit, and 1 PACE/PRCE credit have been applied for. Credits are pending approval.


Registration Fee (includes PowerPoint and Continental Breakfast)

Members: Free (included with membership); Guests: $20

$5 extra for CE

RSVP: Nancy Williamson, Esq. Board Member

Email: nlwlaw@gmail.com


March 7
9:00 am - 10:00 am
Event Categories:


SIlicon Valley FSP Chapter


Office of Jesse G. Dogillo, CFP®
102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
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