HTG Legacy Summit / Omaha

Making Your Business A Family Legacy

Family-owned businesses have unique challenges, especially when business operations get in the way of family life and old family patterns get in the way of a profitable business life.

Learn unique solutions to transitioning your business to your family by creating a strong, lasting legacy plan during this special 2-day event.

What You’ll Learn:

  • Legacy Overview – How Broad and Wide Is It?
  • Transitioning Your Family Business
  • Transitioning Your Business to Family
  • What Do I Need – How Much Is It Worth?
  • Creative Ways to Make Family Transition Work
  • Family Communication – Who/What/When/Where/How?
  • The Facts About Family Business
  • Compensation
  • Family Governance
  • Where Do We Go From Here?


wayne-riversWayne Rivers
Co-founder and President, The Family Business Institute
Wayne has appeared as an expert guest on NBC, MSNBC, CNBC, and CNN, and is also a popular blogger for The Wall Street Journal’s “The Experts.”

Wayne is the author of three books on family business, including: “The Top Nine Reasons Family Businesses Fail – And the Eight Building Blocks for Creating a SUSTAINABLE Closely Held Business,” “Prescriptions For a Healthy Family Business,” and “You Don’t Have To Die To Win – Success and Succession For Family Businesses.”

He has been quoted on the subject of family and closely held businesses by Fortune, BusinessWeek, Entrepreneur, CFO, Family Business, The New York Times, Washington Post, and by other trade, local, regional, and national publications. He has written hundreds of articles for various magazines and trade publications.

arlin-whitebkgd-smArlin Sorensen
Founder and CEO, HTG
Recently named as one of the Visionaries for 2017 by ChannelPro-SMB, Arlin serves as founder and CEO of HTG, an international consulting, coaching and peer group organization. HTG cultivates success by Igniting Transformation™ in business, life, leadership and legacy. There are currently over 500 member companies in these programs, including folks from all across North America, Europe, Australia and New Zealand.

HTG’s focus on consulting, coaching and content is targeted at helping create effective leaders and moving people to achieve their personal potential. StratOp and LifePlan are two of the key tools HTG utilizes to help small businesses go further faster. The HTG team works worldwide in an effort to serve its clients with the tools and skills that help them achieve their goals and build leadership and legacy into their organizations.

Robert D. Hodges
Attorney at Law, BrownWinick hodges
Robert D. Hodges is an associate with BrownWinick and serves as the Chair of the firm’s Wills, Estate and Probate Law practice group.  Bob practices primarily in the areas of taxation, estate planning, and business law. Robert received his J.D. in 2007, with high honors, from Drake University and was elected to the Order of the Coif.  Robert continued his education at Georgetown University Law Center, and received his LLM in taxation, with distinction, in 2012. Robert was also awarded a Certificate in Estate Planning and has also been selected for inclusion in Super Lawyers as a Rising Star in the area of Taxation Law.

Other Speakers Include: Rich Anderson, Pete Sorensen, Brad Schow

General Public: $249   |   HTG Members: $149

Conference price includes lunches and dinner.
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