The Pacific Family Business Institute in conjunction with our partnering sponsors, is pleased to present the results of the recently published Northwest Family Business Survey.
Their ongoing research offers valuable insights to family businesses and their advisors into the challenges, issues, and opportunities facing family businesses in the Pacific Northwest.
We hope you will join us as we discuss their findings relative to business growth, succession planning, family business structure and ownership, governance and more.
Through a brief presentation and moderated panel of questions posed to Cascadia, DWT, and Moss Adams, participating sponsors and participants in the research, we will all search for new ways to help regional family businesses thrive.
7:00 AM - 8:30 AM Networking
7:30 AM - 8:30 AM Program
8:30 AM - 8:45 AM Q &A
8:45 AM Program Ends
Explore key survey findings from 200 family businesses in Oregon and Washington
Learn how you can assist family business clients in comparing themselves to industry benchmark
Discuss practical ways to share this data and engage family business clients with business growth opportunities, succession and leadership planning, and family business governance.
Meet Our Facilitator and Panelists:
Ron Dohr, Ph.D., Pacific Family Business Institute
Dohr is a co-director of the Pacific Family Business Institute with more than 35 years of proven success as a business consultant and family business advisor.
Bill Weigand, DWT
Weigand is the Chair of DWT's Family Business Group and serves as a trusted advisor to many multi-generational, family-owned businesses. He provides strategic counsel to businesses, particularly in the food, agribusiness, manufacturing, and distribution industries.
Christian Schiller, Cascadia Capital
Schiller is a Managing Director at Cascadia Capital responsible for new client origination, channel partner relationships, Cascadia brand and marketing, and mentoring our rising stars.
Dan Gaffney, Moss Adams
Gaffney has been in public accounting since 1996. He advises closely held businesses, business owners, and executives on corporate and individual income tax, strategic business planning, estate planning, and business succession to help them manage their tax liabilities and preserve more of their business and personal wealth.