An introduction to our unique approach to family-centered business succession planning and estate planning.
At the workshop, you can preview and purchase Karl's new book. Or buy it at www.fbrsystem.com.
"Our Wealth Transfer Specialist worked well with us and coordinated the whole process. I would recommend him very highly in getting the family succession and estate planning done and helping to understand current and potential family issues."
— J.D., California Business Owner
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Karl R. Bareither
Author & Speaker
Founder & President
FBR System, Inc.
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According to a Gallup Poll:
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Within 10 years, succession will occur in over 50% of family businesses
Only 30% survive beyond the first generation
Only 15% survive beyond the second generation
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Most family businesses fail to plan for the transfer of the family's wealth
57% have done no estate planning
72% have no buy/sell agreement
FBR System offers proven wealth transfer strategies:
- Proven holistic approach to wealth transfer planning
- Objective planning advice encouraging open family communication
- Tools that protect your family, business and estate
- Ideas that maximize business profitability, enhance family harmony & minimize the IRS role
Want to learn more? Bring the entire family to a 90-minute free introductory wealth transfer seminar. Speaker Karl Bareither, drawing on his 30 years of client experience, will demonstrate FBR's unique approach to planning for the successful transfer of the business and all family wealth. Learn how the FBR Model addresses the needs of all family members and focuses on wealth as more than property. Receive a complimentary copy of the Wealth Transfer Strategies Participant Workbook.
FBR Wealth Transfer Seminars are designed to acquaint business owners and family members with the best means of ensuring the future of their business while enhancing the quality of family life. Topics or our estate planning workshops include:
- Identifying business and family issues within your existing wealth transfer plan
- Shaping a new wealth transfer plan;
- Appreciating the value of a family retreat to review and hear the points of view of all family members involved;
- Implementing the new wealth transfer plan to meet the business owner's & family's financial, legal and tax objectives;
- Choosing a Wealth Transfer Specialist;
- Comprehending the government's role, ownership transfer options, and forms of organization;
- Understanding financial and liquidity options, retirement, and disability planning;
- Appreciating the value of interdependence and synergy.
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| To register for a workshop, call (805) 595-2089 or email
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