Family Business Matters

Join the UToledo Family Business Center and Family Enterprise USA for a webinar on the results of the FEUSA 2023 Annual Family Business Survey. FEUSA's Pat Soldano and John Gugliada discuss the current Washington, DC landscape and provide a legislative update on tax policy issues impacting successful families, family offices, and family businesses in the 118th Congress. The webinar also addresses voter attitudes influencing le...

Join the UToledo Family Business Center and Communica, Inc for a webinar on Demystifying Marketing: The Role of AI and ChatGPT in Business. In this informative session, you'll gain valuable insights into the seismic shifts taking place in the world of AI, ChatGPT, and related technologies, and how they're transforming the way businesses approach marketing their products and services.

Led by John Edwards, EVP and ...

As the saying goes, "change is the only constant in life." This is particularly true in estate planning, which undergoes continuous evolution. Join the UToledo Family Business Center and Center Sponsor Shumaker for a presentation by partner Dave Rectenwald and team members Nic Linares and Jack Kelly, who will discuss several current, pending, and potential changes to estate and succession planning. The presentation will d...

Join the UToledo Family Business Center and Center Sponsor Fifth Third Private Bank for a panel discussion with their national specialists on topics and examples from across the country on ways to think about and ultimately protect your personal and business risk in unpredictable times.  Key takeaways from the presentation include:

- Understanding why a good planning foundation can protect and empower your loved ones.
...

Business leaders recognize the talent that veterans can bring to an organization and consistently express a desire to hire and retain veterans. Yet, 65% of veterans leave their civilian organizations within the first 24 months. Surveys say that pay and benefits are the problem, but the research by the consultants at Mission Next revealed a more complicated problem. Veterans leave because they picked a job that wasn’t a good fit for...

Inflation and recession fears are top of mind for everyone. When will it happen and how long is it going to last? And with everything happening in the world, what can be expected for our businesses and families in the future?

At this Webinar, Center sponsor Huntington will share information on the current state of the economy, and provide an outlook of the future. Specific discussion topics include:

• Will we enter into a recession...

If you own all or part of a business, you should know about buy-sell agreements. A business buy-sell agreement is created to protect from certain events, the most common of which are often referred to as the five D’s: death, disability, divorce, departure (either voluntary or involuntary), and disqualification. The agreement structure can vary, and the owners of a company, with guidance from legal and financial professionals, can d...

Once you have made the choice to explore a potential sale or acceptance of investment from outside persons, how do you prepare your company for the process?

Join the UToledo Family Business Center and Shumaker for a webinar to review the best practices for readying your company for market and the transaction process, including:

• Negotiating agreements with investment bankers or brokers to market your business for sale.
• Reviewing an...

Within the next 10 years, 80% of business owners plan to exit their business; yet only 17% have a written plan in place.

 Exit planning is not just a plan. It is a strategy that evolves and adapts over time, and should be developed well before the exit occurs. That way the business can be transitioned on the owner’s terms, when they are ready. If you don’t have a plan in place, need a refresher, or have specific questions about your...

Employers are being inundated with information about “The Great Resignation”.  No employer is exempt, yet some are worse off than others.  What do employees really want?  What can you do to attract and retain your most critical resource — “The People”? Join the UToledo Family Business Center and Hylant, as we hear Deborah Bubp (Chief Talent Officer, Hylant), as well as, others from the Hylant team, share their own story of how a pr...

We've all heard horror stories about businesses being hijacked with ransomware, the software behind cyber extortion, and the hazards of business email compromise (BEC). According to an FBI report, businesses paid out $1.8 billion dollars in 2020 due to BEC, and with more people working from home, businesses are under attack! The UToledo Family Business Center and Huntington Bank hosted a webinar to discuss:

Business Email Compr...

Eric Kripke, writer, producer and showrunner of Emmy nominated shows The Boys and Supernatural is interviewed (over Zoom) by his brother Matt Kripke, CEO of Kripke Enterprises in Toledo, about what it is like to be in the television business. Spoiler alert: many of the HR issues are the same no matter what industry you are in! They’ll also discuss their strong connection to their family business, and how it’s influenced their work ...

Looming changes to income taxes, capital gains taxes and estate taxes may pose big burdens to family businesses. At this Webinar, Center sponsor, The William Vaughan Company, will review the following legislation and go over what this means for you and your business. And more importantly, what steps you can take now to protect your interests and way of life.

• Increase in tax rates, both corporate and individual
• Increase in capital...

Recently a local brewery made headlines after a visit from a political candidate and a tweet that ignited a firestorm of criticism. Today’s crises are fast and furious, can seemingly come out of nowhere, and nobody is immune. After all, the trends and key moments of 2020 have created a climate for quick-hitting and damaging crises that are emotionally charged.

However, most companies – especially those that are local and/or believe ...