A webinar hosted by Pat Soldano, with keynote speaker Mark Peters, CEO, Butterball Farms.<\/em><\/h3>\nButterball CEO Mark Peters\u2019 New Book \u2018The Source\u2019 Details How This Revolutionary Concept Can Change The Workplace Forever<\/h4>\n
Too many of our workers walk a financial tightrope, with one small setback leading to a cascading number of other problems \u2013 the kind that can jeopardize attendance, productivity, and employment. Family businesses pay a high price, too, through absenteeism and lost productivity, distracted or unmotivated workers and turnover.<\/p>\n
In this webinar, Mark Peters, CEO of Butterball Farms, with his new book, \u201cThe Source\u201d details the fascinating concept of how to use the power of collaboration to stabilize your workforce and impact your community.<\/p>\n
What would your business look like if you could create structures outside your own HR department that could make the difference between keeping or losing a job and reduce the turnover rate from 400% to 10%?<\/p>\n
In this webinar, Peters explains the history and story of his family business and how to create the structures to help keep employees retained and happy, as he did and as explains in his book, \u201cThe Source.\u201d<\/p>\n
[\/et_pb_text][et_pb_text disabled_on=”on|on|on” admin_label=”Content” _builder_version=”4.17.6″ text_font=”||||||||” text_font_size=”16px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” disabled=”on” global_colors_info=”{}”]<\/p>\n
If you are wondering about the value of your family-owned business this is a must-watch webinar. During this 45-minute webinar, by Family Enterprise USA, you will be able to ask questions and get the answers critical to your future planning.<\/p>\n
This important webinar will include:<\/strong><\/p>\n\n- Discussion of minority vs. enterprise values for privately-owned businesses, and differences in methodology for each<\/li>\n
- Why business valuation is required when doing complex estate planning for business owners<\/li>\n
- Typical issues raised by IRS for business valuations in gift\/estate tax transactions<\/li>\n
- Issues with doing complex estate planning in anticipation of potential exit event<\/li>\n
- Exit planning process, and the role business valuation plays<\/li>\n<\/ul>\n
Register<\/span>\u00a0Now For This Webinar<\/strong><\/a><\/p>\nDownload Mark E. Lingerfield’s Executive Biography<\/strong><\/a><\/p>\n[\/et_pb_text][et_pb_text disabled_on=”on|on|on” admin_label=”Credit” _builder_version=”4.17.6″ text_font=”||||||||” text_font_size=”16px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” link_option_url=”https:\/\/www.pathstone.com\/” link_option_url_new_window=”on” border_color_all=”#FFFFFF” border_style_all=”none” disabled=”on” global_colors_info=”{}”]<\/p>\n
![\"\"](\"https:\/\/familyenterpriseusa.com\/wp-content\/uploads\/2022\/01\/2018-Logo-Blue-Text-L.png\" "\\"\\"")
<\/p>\n
About Pathstone<\/strong>
Pathstone is an independently operated partner-owned advisory firm, offering families, family offices and select nonprofit institutions comprehensive family office services and customized investment advice. Pathstone\u2019s objective is to help clients create, manage and preserve wealth across generations. Pathstone integrates smart innovative programs with its traditional family office services to provide solutions that withstand the test of time.<\/p>\nFor additional information visit https:\/\/www.pathstone.com\/<\/a><\/p>\n[\/et_pb_text][et_pb_divider disabled_on=”on|on|on” _builder_version=”4.16″ _module_preset=”default” disabled=”on” global_colors_info=”{}”][\/et_pb_divider][et_pb_button button_url=”https:\/\/familyenterpriseusa.com\/2022-annual-family-business-survey\/” button_text=”Do You Have 5 Minutes To Help Your Multi-Generational Business?” button_alignment=”center” disabled_on=”on|on|on” admin_label=”Call to Action Button” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” disabled=”on” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_5,3_5″ disabled_on=”on|on|on” _builder_version=”4.17.6″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” disabled=”on” global_colors_info=”{}”][et_pb_column type=”2_5″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/familyenterpriseusa.com\/wp-content\/uploads\/2022\/07\/Zachariah_Allan.jpg” title_text=”Allan Zachariah” _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Content” _builder_version=”4.17.6″ text_font=”||||||||” text_font_size=”16px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”]<\/p>\n
Allan Zachariah is a co-founder and serves as Co-Chairman of Pathstone, the Modern Family Office, which serves families, family offices, and endowments and foundations. He is a shareholder and a member of the firm\u2019s Executive Leadership Team. He served as Co-CEO from the inception of Pathstone through June 2022. Allan has over 41 years of professional experience as an advisor to families of significant wealth, designing sophisticated wealth transfer strategies for family businesses and high-net-worth individuals, and is a frequent speaker on wealth transfer techniques and family office structures.<\/p>\n
Participants will learn:<\/strong><\/p>\n\n- What is a For Profit Family Office<\/li>\n
- The risks and opportunities of the structure<\/li>\n
- Key benefits and considerations<\/li>\n<\/ul>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/familyenterpriseusa.com\/2022-annual-family-business-survey\/” button_text=”Have Your Voice Heard in Congress. Please Take Action Today!!!” button_alignment=”center” disabled_on=”on|on|on” admin_label=”Call to Action Button” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” disabled=”on” global_colors_info=”{}”][\/et_pb_button][et_pb_divider disabled_on=”on|on|on” _builder_version=”4.17.6″ _module_preset=”default” disabled=”on” global_colors_info=”{}”][\/et_pb_divider][et_pb_text disabled_on=”on|on|on” admin_label=”Content” _builder_version=”4.17.6″ text_font=”||||||||” text_font_size=”16px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” disabled=”on” global_colors_info=”{}”]<\/p>\n
Participants will learn:<\/strong><\/p>\n\n- What is a For Profit Family Office<\/li>\n
- The risks and opportunities of the structure<\/li>\n
- Key benefits and considerations<\/li>\n<\/ul>\n
[\/et_pb_text][et_pb_button button_url=”https:\/\/us02web.zoom.us\/webinar\/register\/3816595657482\/WN_nE5cH3J6QTKucpuVXJGjuQ” url_new_window=”on” button_text=”Register Today” button_alignment=”center” disabled_on=”off|off|off” admin_label=”Call to Action Button” _builder_version=”4.17.6″ _module_preset=”default” custom_button=”on” button_text_size=”30px” global_colors_info=”{}”][\/et_pb_button][et_pb_divider disabled_on=”off|off|off” _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][et_pb_text disabled_on=”on|on|on” admin_label=”Sponsor Credit” _builder_version=”4.17.6″ text_font=”||||||||” text_font_size=”16px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” link_option_url=”https:\/\/www.pathstone.com\/” link_option_url_new_window=”on” border_color_all=”#FFFFFF” border_style_all=”none” disabled=”on” global_colors_info=”{}”]<\/p>\n
<\/p>\n
About Pathstone<\/strong>
Pathstone is an independently operated partner-owned advisory firm, offering families, family offices and select nonprofit institutions comprehensive family office services and customized investment advice. Pathstone\u2019s objective is to help clients create, manage and preserve wealth across generations. Pathstone integrates smart innovative programs with its traditional family office services to provide solutions that withstand the test of time.<\/p>\nFor additional information visit https:\/\/www.pathstone.com\/<\/a><\/p>\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”FEUSA Statement” _builder_version=”4.17.6″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” link_option_url=”https:\/\/familyenterpriseusa.com\/donate-2\/” global_colors_info=”{}”]<\/p>\n
\n
- \n
- Discussion of minority vs. enterprise values for privately-owned businesses, and differences in methodology for each<\/li>\n
- Why business valuation is required when doing complex estate planning for business owners<\/li>\n
- Typical issues raised by IRS for business valuations in gift\/estate tax transactions<\/li>\n
- Issues with doing complex estate planning in anticipation of potential exit event<\/li>\n
- Exit planning process, and the role business valuation plays<\/li>\n<\/ul>\n
Register<\/span>\u00a0Now For This Webinar<\/strong><\/a><\/p>\n
Download Mark E. Lingerfield’s Executive Biography<\/strong><\/a><\/p>\n
[\/et_pb_text][et_pb_text disabled_on=”on|on|on” admin_label=”Credit” _builder_version=”4.17.6″ text_font=”||||||||” text_font_size=”16px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” link_option_url=”https:\/\/www.pathstone.com\/” link_option_url_new_window=”on” border_color_all=”#FFFFFF” border_style_all=”none” disabled=”on” global_colors_info=”{}”]<\/p>\n
<\/p>\nAbout Pathstone<\/strong>
Pathstone is an independently operated partner-owned advisory firm, offering families, family offices and select nonprofit institutions comprehensive family office services and customized investment advice. Pathstone\u2019s objective is to help clients create, manage and preserve wealth across generations. Pathstone integrates smart innovative programs with its traditional family office services to provide solutions that withstand the test of time.<\/p>\nFor additional information visit https:\/\/www.pathstone.com\/<\/a><\/p>\n
[\/et_pb_text][et_pb_divider disabled_on=”on|on|on” _builder_version=”4.16″ _module_preset=”default” disabled=”on” global_colors_info=”{}”][\/et_pb_divider][et_pb_button button_url=”https:\/\/familyenterpriseusa.com\/2022-annual-family-business-survey\/” button_text=”Do You Have 5 Minutes To Help Your Multi-Generational Business?” button_alignment=”center” disabled_on=”on|on|on” admin_label=”Call to Action Button” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” disabled=”on” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_5,3_5″ disabled_on=”on|on|on” _builder_version=”4.17.6″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” disabled=”on” global_colors_info=”{}”][et_pb_column type=”2_5″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/familyenterpriseusa.com\/wp-content\/uploads\/2022\/07\/Zachariah_Allan.jpg” title_text=”Allan Zachariah” _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Content” _builder_version=”4.17.6″ text_font=”||||||||” text_font_size=”16px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”]<\/p>\n
Allan Zachariah is a co-founder and serves as Co-Chairman of Pathstone, the Modern Family Office, which serves families, family offices, and endowments and foundations. He is a shareholder and a member of the firm\u2019s Executive Leadership Team. He served as Co-CEO from the inception of Pathstone through June 2022. Allan has over 41 years of professional experience as an advisor to families of significant wealth, designing sophisticated wealth transfer strategies for family businesses and high-net-worth individuals, and is a frequent speaker on wealth transfer techniques and family office structures.<\/p>\n
Participants will learn:<\/strong><\/p>\n
- \n
- What is a For Profit Family Office<\/li>\n
- The risks and opportunities of the structure<\/li>\n
- Key benefits and considerations<\/li>\n<\/ul>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/familyenterpriseusa.com\/2022-annual-family-business-survey\/” button_text=”Have Your Voice Heard in Congress. Please Take Action Today!!!” button_alignment=”center” disabled_on=”on|on|on” admin_label=”Call to Action Button” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” disabled=”on” global_colors_info=”{}”][\/et_pb_button][et_pb_divider disabled_on=”on|on|on” _builder_version=”4.17.6″ _module_preset=”default” disabled=”on” global_colors_info=”{}”][\/et_pb_divider][et_pb_text disabled_on=”on|on|on” admin_label=”Content” _builder_version=”4.17.6″ text_font=”||||||||” text_font_size=”16px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” disabled=”on” global_colors_info=”{}”]<\/p>\n
Participants will learn:<\/strong><\/p>\n
- \n
- What is a For Profit Family Office<\/li>\n
- The risks and opportunities of the structure<\/li>\n
- Key benefits and considerations<\/li>\n<\/ul>\n
[\/et_pb_text][et_pb_button button_url=”https:\/\/us02web.zoom.us\/webinar\/register\/3816595657482\/WN_nE5cH3J6QTKucpuVXJGjuQ” url_new_window=”on” button_text=”Register Today” button_alignment=”center” disabled_on=”off|off|off” admin_label=”Call to Action Button” _builder_version=”4.17.6″ _module_preset=”default” custom_button=”on” button_text_size=”30px” global_colors_info=”{}”][\/et_pb_button][et_pb_divider disabled_on=”off|off|off” _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][et_pb_text disabled_on=”on|on|on” admin_label=”Sponsor Credit” _builder_version=”4.17.6″ text_font=”||||||||” text_font_size=”16px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” link_option_url=”https:\/\/www.pathstone.com\/” link_option_url_new_window=”on” border_color_all=”#FFFFFF” border_style_all=”none” disabled=”on” global_colors_info=”{}”]<\/p>\n
<\/p>\nAbout Pathstone<\/strong>
Pathstone is an independently operated partner-owned advisory firm, offering families, family offices and select nonprofit institutions comprehensive family office services and customized investment advice. Pathstone\u2019s objective is to help clients create, manage and preserve wealth across generations. Pathstone integrates smart innovative programs with its traditional family office services to provide solutions that withstand the test of time.<\/p>\nFor additional information visit https:\/\/www.pathstone.com\/<\/a><\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”FEUSA Statement” _builder_version=”4.17.6″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” link_option_url=”https:\/\/familyenterpriseusa.com\/donate-2\/” global_colors_info=”{}”]<\/p>\n
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