SOURCE: Excelcia Financial Group

Succession Planning - Family Business Advice

April 06, 2010 15:43 ET

Succession Planning -- Leveraging the Family Business

SAN JOSE, CA--(Marketwire - April 6, 2010) -  San Jose Business Forum -- The newly established San Jose Business Forum that focuses on Family Business Succession Planning will be held in Campbell on April 29th at Villa Ragusa. The event forum, presented by financial planning firm Excelcia Financial Group, family business specialists Galliard Group, Focus Bank, CPA firm Perisho Tombor Ramirez Filler and Brown, and attorneys Lonich and Patton, LLP, is the first San Jose event to offer practical advice to integrate the family business with the family, harmoniously.

An effective business transition plan can mean the difference between a company that provides jobs and sustainability, and one that struggles and fails. Lisë Stewart, Managing Director of Galliard Group with 25 years experience in training for family business, will offer advice concentrating on 6 tools for family and closely held businesses. "This forum allows us to offer practical no-nonsense information that a business can take and implement immediately. This is not an academic exercise; we will be applying practical steps to ensure business success," said Stewart. "Our panel has been thinking about this for over a year, and we want to offer key objectives to help family businesses and those who advise them." Topics will include Exit Strategies, Strategic Plans, Succession Strategies, Importance of Advisory Boards, and Key Policies and Protocols to ensure family business success.

Sean Buxton, Excelcia Group, organizer of the event, says, "85% of business owners want to pass their business onto the next generation, but fewer than half are able to do so. We're not selling our services at this forum; we are helping people create a viable employment resource for their family and community."

Sponsorship opportunities are available and the cost to attend the forum is $80. For the agenda and ticket information, visit or call 408-261-3300.

The Galliard Group provides consulting services to help family owned and closely held businesses build a shared vision. For the past 25 years, they have been working with hundreds of family businesses and training consultants in highly effective techniques for improving the way families conduct business.

Excelcia Financial Group helps clients achieve their investment goals through prudent planning and objective asset management. For business owners, services include tax strategies, investment management, risk management, retirement planning, and ways to transfer a business.

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