Legacy and Succession Planning for Family Self-Storage Businesses

Wednesday, July 22 from 1:00 PM to 1:50 PM « Back

Most self-storage businesses are mom-and-pop operations, with many being family-owned. Some operators may already have experienced generational turnover. Our presenter will discuss the proper planning, discussions and decisions that must be made when one generation intends to pass on its real estate operation to the next, including lessons learned. This is a can’t-miss session for generational operators concerned about the future of their business.

You’ll learn:

  • The importance of gathering corporate and tax advisors and stakeholders
  • How to train for the next generation
  • How to prepare for death or disability
  • The difference between ownership and management
  • How to decide whether to keep or sell the business

Seminar-Track Package or All-Access Pass required.

Education Tracks: Investing

Event Type: Seminar > Session