Transition Planning for Closely Held and Family-Owned Businesses

Event Description

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Businesses owned and operated by a family or a small group of owner/operators are a unique breed.  The dynamics of the interpersonal and business relationships among owners and management are complicated at best and downright maddening at their worst.  What does the future of such a business look like and “what’s next” for its ownership and employees?  In this hour-long session, Josh Bobich, an attorney in Ballard Spahr LLP’s Owner-Managed Businesses practice, will tackle and explore the multitude of considerations that face closely held and family-owned businesses in the lower-middle market when it comes time to plan for a business and/or life transition, whether it be a transfer to the next generation, a sale to key employees or a third party or, *gasp* , riding out a lifestyle business to the bitter end.


Joshua A. Bobich | Associate | Ballard Spahr

CLE Credits:

1.0 Standard CLE Credit | Event Code: 354736


HCBA Member:  $0
Non-HCBA Member:  $40
Law Student/New Admittee: Free 

Deadline to register: May 2, 2021 

Remote Participation: Remote instructions will be emailed to you the weekday prior to the event.

Payments: Due to the pandemic, accounting staff have limited access to the office making the processing of checks difficult. We request that you register online or over the phone by credit card whenever possible. If you need assistance, please contact the program manager.  If you must pay by check, please use this registration form.

Cancellations: Need to cancel? Please see our cancellation policy .

Accommodations: The HCBA is committed to creating an inclusive environment in which all members can participate fully. If you need reasonable accommodations to participate in this event, please notify the program manager.  Please provide notification at least 72 hours prior to the meeting to allow sufficient time to make arrangements for accommodations. Thank you.

Program Manager:
Abby Ward

This CLE is sponsored by Minnesota Lawyers Mutual Insurance Company

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Pre-Registration is Closed

Tuesday, May 4, 2021

12:00 PM to 1:00 PM

Live Webinar via Zoom