Join us to hear from experts at J.P. Morgan Chase to learn more about:
- Business transition opportunities, timeline, and assembling a team.
- Corporate and family governance.
- ESOP–what makes a good ESOP company, legacy, cash at close, etc.
- Ramifications of tariffs, new tax bill/market update
- Tangible steps to prepare for transition.
- Family-owned business and/or Hawaii examples.