PRE-CONFERENCE OPTIONAL EVENT
Self Storage Family Business
Management & Succession Program
September 3, 2008 • 1:00 - 5:00 PM
Creating Your Legacy:
A Successful, Multi-generational, Self Storage Family Business
This full-day workshop is designed for multiple attendees
from the same company: owners, partners, heirs, family
investors, potential family business members and potential
successor(s).
- Learn How to Create a Functional Decision Process - Whether
there are 2 or 15 Owners. How and why to use an advisory board
and outside expertise. 11 items advisory teams can fix and 5 they can’t.
Filtering noise out of communication and disagreements.
- Receive Samples and Pointers on Setting Your Financial Strategic Vision – Helpful samples of how to create and use a “straw” plan to drive budgeting, incentive compensation, evaluate planned acquisitions/capital expenditures, and
plan for shareholder retirement and buyouts.
- Discover Key Elements and Tools to Build a Management
Structure that Works for Your Business – Why “we’re too small
for structure” is a falsehood. How, when, and why to structure a
compensation plan. Take away samples of short-term and long-term
incentive plans.
- Learn How to Make an Effective “Transition Map” to Take
Charge of Your Company’s Future – What is a good Leadership Development Plan (LDP) and why do you need one? Receive
helpful samples to use in outlining your own LDP. Get practical pointers on a stable partnership for effective decisions and planning.
- PLUS — Gain Valuable Insight on Pertinent Legal Issues – 5 legal
issues that must be addressed by any succession plan; caveats on state taxes
and estate planning; 6 requirements for buy/sell agreements to be valid for
estate tax purposes—and more! Register Now.
Presenters
- Donald J. Jonovic, PhD., President, Family Business Management Services
- D. Carlos Kaslow, Esq., Self Storage Legal Network, SSA General Counsel
 Register by July 31 & get a FREE*
copy
of “The Ultimate Legacy”
“It is the preservation of wealth and opportunity, not just successful management of the business, that will assure our ultimate legacy.”
The Ultimate Legacy: How Owners of Family and Closely Held Businesses Can Achieve Their Real Purpose.
By Donald Jonovic, Ph.D.
(*One book per company)
Register Today
Register no later than July 31 for the best rates:
- SSA Direct Member Facilities: $350 ($225 ea. additional attendee, same facility)
- All others: $450 ($350 ea. additional attendee, same company--or, join SSA before registering and get direct member rates)
- Fees include refreshments and lunch
Testimonials
“The issues discussed were the issues we are currently dealing with. The session was lively, funny and informative.”
Stephen and Dianne Dalich • Derrel’s Mini Storage, Fresno, CA
“I wish I had brought my family business partners with me.”
Kelly Redl-Hardisty • Guardian Self Storage, Poughkeepsie, NY
“The speakers were wonderful. They also welcomed input and questions.”
Dana Gray • Moss Co., Sherman Oaks, CA
“Both speakers were great. They covered areas of business that everyone should hear.” William Pieniandz • Advanced Self Storage, Uncasville, CT
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