Our third installment of this series is dedicate to the pivotal transition phase of a generational transfer. This session focuses on equipping family enterprises with the knowledge and tools necessary to facilitate a seamless transfer of ownership.
Participants will explore various financial strategies to ensure that the transition is executed in a way that protects the business’s financial integrity and aligns with the family’s objectives.
This webcast will address:
Liquidity Planning: Gaining a comprehensive understanding of liquidity solutions, including recapitalization, shareholder agreements and buyouts, that can facilitate a smooth ownership transfer.
Transaction Structuring: Learning about various transaction structures and how to implement them effectively to meet both business objectives and family expectations.Financial Risk Management: Equipping yourself with strategies to manage financial risks during the transition, safeguarding the business’s financial health and family relationships.
Legal and Tax Considerations: Understanding the legal and tax implications associated with different transaction options to ensure compliance and optimize tax efficiency.Real-World Applications: Benefiting from practical examples and case studies that illustrate successful transitions, providing actionable insights that can be applied to your unique situation.
Please join Interchange Capital Partners’ Executive Chairman, Ahmie Baum, and CEO and President, Brian Baum; and Family Business Magazine’s Publishing Director, David Shaw, as they help navigate the complexities of the transition phase with confidence, ensuring a stable and prosperous future for the business while maintaining family harmony.
Guests
Ahmie E. Baum
Executive Chairman, Interchange Capital Partners
Ahmie E. Baum is the Executive Chairman of Interchange Capital Partners. Using a collaborative and comprehensive process developed over 42 years working with wall street banks and financial Services firms; Interchange Capital Partners provides family office and transition strategy services for family businesses.
Interchange Capital Partners helps families protect and grow their family capital by being relevant and resourceful around their unique circumstances
As a graduate from the University of Pittsburgh, Ahmie began his career with EF Hutton in 1973 and transitioned to UBS in 1993. Ahmie is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and received the Executive Certificate in Financial Planning from Duquesne University School of Leadership and Professional Advancement. And has a Certificate in Family Business Advising (CFBA) from the Family Firm Institute.
Ahmie and his wife, Sara, have 3 children and two granddaughters; they live in Pittsburgh and Sarasota. He has found yoga, meditation, and plant-based eating to enhance his values of health, love, and gratitude. He enjoys wood turning, golf, reading, music and biking as well as time with family and friends. He and Sara are very active within the charitable community.
Brian Baum
CEO and President, Interchange Capital Partners
Brian Baum is the CEO and President of Interchange Capital Partners, where he leads the development of innovative strategies tailored to the unique needs of private and multigenerational companies.
He believes that at its core exit planning combines the plan, concept, effort and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer and social capital. Brian is also the president of the Pittsburgh Exit Planning Chapter, which he helped found in 2019. He graduated from Penn State with a bachelor’s degree in psychology and a minor in business. He is a Certified Exit Planning Advisor and a CFP.
David Shaw
Publishing Director, Family Business Magazine
David Shaw is the publishing director for MLR Media. He also co-founded and serves as conference director of the Transitions conferences, the Private Company Governance Summit and Family Business Legacy.
David writes frequently on governance issues for public and private companies, and develops and maintains close relationships with multi-generational family-owned businesses. He is married, with two grown children.
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