Upcoming Speaking Engagements and Presentations:

June 26, 2018 | Family Business Legacy Series| Seattle, WA

Shared Vision and Enacting Change: Harbor Wholesale Foods

On June 26th, 2018 DWT will host a Family Business Legacy Series event featuring Hotstart. Our panelists will be Jenni Isaak, Rick Robinson, and Rush Riese. Jenni is current chair of the board and a member of the 4th generation. Rick is ex-chair and ex-CEO of the business, a current director and a 3rd generation member. Rush is married to a third generation family member, is a current director and has served for six years on the Family Council. They will discuss, among other things, how the family has dealt with generational transition of leadership and ownership, as well as, how they have used their family council to create an aligned family vision for the business and family ownership.

To learn more about this event, please contact Tara de Borja.

July 18 | 2018 NWFBA Professional Development Series: Bridging the Family Business 
Generation Gap | Seattle Wa

It has likely never been more difficult for family businesses to bridge the generation gap.  The transition from one generation to the next can make or break a family business, and today, cross generational mismatches in styles, ambitions and plans make this process particularly harrowing.

To help unpack several common challenges in generational transitions – the generation gap, communication, credibility, “blind spots”, etc – we will explore the case of the fictional Clemente family and their fourth-generation business.

Panelists Bill Criddle and FBRC author Drew Steen will address the Clemente’s familial and business challenges, applying their deep expertise in family business dynamics and the tools and approached available to reduce or resolve inter-generational issues.

Attendees will leave with a deeper understanding of what makes families tick, how flaws in the clockwork can yield undesirable outcomes and chow advisors can help promote smooth running, resilience and multicultural generational harmony.

To learn more or register, click here.

 

Previous Speaking Engagements and Presentations:

February 6, 2018 | Family Business Legacy Series| Seattle, WA

Shared Vision and Enacting Change: Harbor Wholesale Foods

 

February 21, 2018 | Family Business Study Group| Seattle, WA

Salumi — A Seattle Institution

 

September 20, 2017 | Family Business Legacy Series| Seattle, WA

Henningsen Cold Storage: The challenges of leadership

June 6, 2017 | Family Business Study Group| Seattle, WA

Financing Succession in the Family Business

May 16, 2017 | Family Business Legacy Series | Seattle, WA

Passing The Baton: Transitions In Family Business

March 1, 2017 | Association of Washington Business | Seattle, WA

12 Most Common Mistakes to Avoid in Selling Your Business

February 1, 2017 | DWT Family Business Legacy Series | Seattle, WA

Leupold & Stevens, Inc. – 110 Years Of Re-Investment And Development

November 16, 2016 | DWT Family Business Study Group | Portland, OR

Proposed Regulations to Valuation Discounts

November 10, 2016 | Association of Washington Business | Seattle, WA

Should I be an LLC, S-Corp, C-Corp: Choosing the Right Entity Type for Your Business, and how it can save you taxes when you eventually sell.

November 7, 2016 | DWT Family Business Legacy Series | Seattle, WA

The Non-family CEO

November 3, 2016 | DWT Family Business Legacy Series: Proposed Regulations to Valuation Discounts | Portland, OR

Proposed Regulations to Valuation Discounts

July 7, 2016 | Association of Washington Business Succession Planning | Olympia, WA

The Fundamentals of Succession and Estate Planning for Business Owners

June 7, 2016 | Pacific Family Business Institute: Family Business Succession  | Seattle, WA

Transitioning to Sibling & Cousin Generations

May 12, 2016 | DWT Family Business Study Group | Portland, OR

Pacific Family Business Institute (PFBI) Survey Results Reveal

May 2, 2016 | DWT Family Business Legacy Series | Seattle, WA

After the Sale

April 29, 2016 | DWT Family Business Legacy Series | Portland, OR

Powell’s Book’s | The Rise of an Empire

March 25, 2016 | DWT Family Business Study Group | Seattle, WA

Trends in the Northwest Family Business

January 20, 2016 | DWT Family Business Legacy Series | Seattle, WA

How our Business Survived Three Generations of Family Leadership and Ownership

November 13, 2015 | DWT Family Business Legacy Series | Seattle, WA

Governing of the Family Business

November 18, 2015 | DWT Family Business Study Group | Seattle Wa

Howard Wright

October 27, 2015 | DWT Family Business Legacy Series | Portland, OR

RM Wade: From Wagon Wheels to Artificial Rain

 September 24, 2015 | DWT Family Business Study Group | Seattle, WA

Re-framing The Family Business

June 2, 2015 | DWT Family Business Study Group | Portland, OR

The Role of a Fiduciary in Family Business Succession Planning

May 28, 2015 | DWT Family Business Legacy Series| Seattle, WA

Prospering for 140 Years – Baker Boyer National Bank

February 12, 2015  |  DWT Family Business Study Group  |  Seattle, WA

Effective Communications for the Family Business Advisor, featuring Michael Shadow of Shadow and Associates

February 10, 2015 | DWT Family Business Legacy Series | Seattle, WA

Leadership & Innovation featuring Cowles Company

February 4, 2015 | Seattle, WA

DWT Construction Industry Succession Planning