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Tom Hoffman Speaks at Exit Planning Summit on Business Succession

Posted on April 25, 2024

Thomas (Tom) Hoffman II

Tom Hoffman is speaking as part of a panel discussion at next week's Exit Planning Summit, hosted by the Exit Planning Institute. He will participate in the session "Transition From a Family Business Into a Family Venture Capital Company" along with Christopher Harben, Amy Wirtz, and Gene Peck.

They will discuss the Family Private Equity (or "Enterprise") Model, and how it is a compelling and successful model and alternative to business succession.

Hundreds of attendees are expected at the Summit, which offers two days of educational sessions plus numerous networking opportunities.

Tom is passionate about helping business owners navigate succession issues and options. He has helped plan hundreds of business successions for a diverse group of clients, including entrepreneurs engaged in manufacturing, oil & gas, timber, publishing and other industries in more than 15 states. He concentrates his practice on closely held business planning, business succession planning, implementation of sophisticated estate and trust planning, administration of complex estates and trusts, and the tax consequences of these matters.

2024 EPI Summit TCH Panelists

For more information, please contact Sarah Holland.