Z. Christopher Mercer, ASA, CFA, ABAR, Founder and CEO of Mercer Capital, will co-present the video teleseminar “A Deep Dive into the Family Business Ocean” with Steve Parrish, JD, CLU©, ChFC© and moderator Lynne F. Stebbins, JD, AEP, CLU, ChFC sponsored by The Society of Financial Service Professionals’ Pittsburgh Chapter on May 20, 2015.
It is important for business advisers to understand how to talk to their business owner clients about private company wealth. An increasing number of closely held and family business owners are facing ownership or management transition. Therefore, the time is now to begin talking with them about the critical issues surrounding these transitions so that you will be part of the team working with them to help them achieve their goals.
Chris Mercer will present concepts found in his newest book, Unlocking Private Company Wealth. Chris will walk through key portions of the book and talk about the implications for business owners while relating the content to business advisers. He will not only discuss ideas and concepts that will enhance the quality of conversations you have with business owners, but also provide real-life examples of these concepts in action.
Learn more about Unlocking Private Company Wealth here.