Family Business Succession Planning

Family Biz Show - June 2nd, 2020: Guest Speaker George Isaac

The Family Biz Show

Season 1: Episode 7

 

Ten Critical Initiatives for Family Business Longevity

 

Join us Tuesday, June 2nd from noon till 1pm EST to learn what other family businesses are doing to Grow, Communicate, Stay Agile and Continue into the Next Generation.

 

Register for the webinar here:

https://zoom.us/meeting/register/tJwvduCurDopEtakIID2i_HF0_vM9dNBjzSS

 

During this live interactive webinar, Tuesday, June 2nd from noon till 1pm EST, we will be focused on the following topics:

 

  1. How do you know when it’s time to grow the business, transfer it or sell it?
  2. What business strategies need to be implemented now to ensure future family business success tomorrow?
  3. What are the common mistakes made in managing and then transitioning family businesses to the next generation?

 

 

This week’s guest:

 

George A. Isaac, Family Business CEO, Author, & Consultant

George Isaac is the founder of GAI Capital Ltd., a specialty family business consulting practice focusing on business value creation and longevity, succession planning, governance, family dynamics, and wealth management and transfer.   Isaac has held roles as a family business CEO, shareholder, director, private equity investor, Deloitte management consulting partner and member of Young Presidents’ Organization (YPO) Family Business and Family Office networks.   

As the Gen 3 CEO of his family’s manufacturing business, revenues grew six-fold over eight years.  Later, as EVP and board member of a public company, he participated in an industry consolidation creating a $1BB+ national operating entity. He has served on fifteen corporate boards including membership on executive, audit, compensation and investment committees for companies ranging in size from $30M to $1BB+.  Isaac currently co-manages his Isaac family office, GeoZac Holdings, Ltd. and family foundation. Recently, Isaac served as advisory board chair and senior lecturer at USC’s Family Business Program.


Isaac’s passion is to work with family enterprises to help them successfully continue for multiple generations. His articles have been published by CNBCFamily Business MagazineDirectors & Boards MagazineTrusts & Estate Journal, Tharawat Magazine, and Wealth Management, among other publications. His recent book, Your Business, Your Family, Your Legacy: Building a Multigenerational Business That Lasts has been recognized by Amazon as a #1 New Release

 

Isaac holds an MBA with Distinction in Finance & Accounting and a BS Industrial & Operations Engineering from The University of Michigan.

 

Additional details including complimentary access to his library of publications is available at www.GeorgeIsaac.com.

 

Register for the webinar here:

https://zoom.us/meeting/register/tJwvduCurDopEtakIID2i_HF0_vM9dNBjzSS

 

You don’t want to miss it!

 

CRN3096425-052120

 

Family Wealth and Legacy is a marketing name for registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.

 

*Not affiliated with Lincoln Financial Advisors Corp.