Business transition webinar

Transitioning your business: Myths and truths

Keys to success

The keys to a successful business transition/exit include personal readiness, business readiness, marketability and family readiness. This webinar will address the personal readiness aspect and what business owners should be thinking about before their exit. Bryan Hanning and Brian Gensch will discuss what seem to be certain myths and truths in the transition process of a business.

What you'll learn

  • Better equip business owners and their advisors on aspects of selling, gifting or transitioning a business
  • Learn about personal readiness as a key area to consider in succession planning
  • Identify myths and truths about transitioning a business

Who should attend?

  • Business owners
  • Board directors
  • Executives
  • Professional advisors

MEET THE SPEAKERS:

Brian Gensch photo

Connect with Brian

Brian Gensch
Vice president,
AGH Wealth Management

A Wichita native, Brian and his family have been in the oil and gas industry for more than four generations. He understands entrepreneurs and specializes in customizing portfolios to manage their appetite for risk vs. return while maintaining the objectives of wealth accumulation and preservation. Brian’s independence from proprietary investment products allows him to offer unbiased and objective advice. His experience includes creating non-traditional portfolios that work towards reducing overall market volatility while pursuing growth of his client's overall wealth.

As a CFP® Professional, Brian has committed to meet the standard of excellence for competent and ethical personal financial planning. Brian received his undergraduate degree in business finance from Wichita State University and holds his Series 7 and Series 66 securities registrations as well as his life, health and disability license in multiple states. He has earned a masters degree in family financial planning through Kansas State University. Through his education and experience, Brian has become his clients’ trusted advisor, working with other AGH Wealth Management advisors to deliver comprehensive planning.

Bryan Hanning photo

Connect with Bryan

Bryan Hanning
Vice president,
Insight Wealth Strategies

Bryan works with family businesses and is known for his collaborative approach, a global view of the financial challenges of business owners, and his deep knowledge of estate planning, risk management, and tax efficient strategies. In addition to his work with business owners, Bryan enjoys showing a wide range of clients how to maximize their wealth and positively impact the causes and communities they care for using tax-smart financial tools.

Bryan is a member of the Planned Giving Council at Wichita State University. He is a former member of an advisory council to the National Christian Foundation. He is a Certified Family Business Specialist and has been a part of a family wealth-counseling program for almost two decades.

Share this webinar
Connect with AGH University:
CPE certified

Credit and registration information and policies

  • To register, click on the REGISTER button above.
  • Program level: Basic
  • Prerequisites: None
  • Advanced preparation: None
  • CPE Credit: 1.0 for 50 minutes
  • Field of study: Business Transition
  • Delivery method: Group-internet-based
  • Cost: FREE
  • For questions on refunds, concerns or program policies, please contact education program administrator Mike Ditch at 316.291.4114 or Mike.Ditch@aghlc.com.

On registering you'll receive a confirmation email with login information. Contact Mike Ditch with any questions. 316.291.4114 or Mike.Ditch@aghlc.com.

AGH University is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses of CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.