November - Business 4 Breakfast
Nov 6, 2019
07:00 AM - 09:00 AM (America/Chicago)
PCG Alpharetta Complex, 2520,Northwinds Parkway
Alpharetta,United States View map →

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Please join TiE Atlanta's Business 4 Breakfast hosted by Wells Fargo

Date: November 6, 2019

 Time: 7 AM -  9 AM

 The Human Dynamics of Family Business and Transitioning Your Business to Achieve Your Personal Goals

What attendees will take away:

  • What is Business Transition Planning and why is it important to business owners?
  • What does the Business Transition Planning process look like?
  • What are some of the factors that need to be considered in developing or constructing a business transition plan?
  • What are some of the things business owners considering a transition think about from a personal planning standpoint for them and their family?
  • Discussion around the tax, financial, relational and emotional complexities that accompany a transition. 
  • Best practices to manage the risks and opportunities and also the unique questions each member of the family enterprise system may have when transitioning a business.
  • Equip you with the necessary questions you should consider to preserve your family relationships while perpetuating your family business.    


  • Chitra Patel - Senior Vice President and Senior Private Banker, Atlanta Wells Fargo Private Bank (moderator)
  • David Specht - National Development Manager for Family Dynamics, Wells Fargo Wealth Management 
  • Bob Buchanan - Business Transition Strategist from the Orlando, Florida Wells Fargo Private Bank office.

Sponsored by:


Due to pre-registration costs and guarantees, refunds or credits are not extended for this event. However, paid registrations are transferable. On the day of the event, the substitute attendee must present a copy of the paid registration receipt or e-mail verification to be admitted to the event.

  1. ​PCG Alpharetta Complex,
    2520,Northwinds Parkway ,
    Alpharetta, Georgia, United States
    View map →

Organiser : TiE Atlanta

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November - Business 4 Breakfast

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