Business Succession Planning for a Fiduciary Practice

Cost: $50 PFAC Member – $70 Non-Member

Speakers: Daniel Ansel and Ron Miller

CEU Awarded: 1.0 Practice Management

Presented Date: 07/17/2018


About the Course

This presentation addresses the issues, opportunities and challenges of buying, selling or otherwise transferring a fiduciary practice and related cases to or from another party. We also discuss the pros and cons of forming a business entity through which to operate a fiduciary practice. Fiduciaries who want to grow their business, downsize or even retire will find this presentation of great interest.

Daniel Ansel, Select Fiduciary Group LLC

Daniel J. Ansel is Co-Managing Principal of Select Fiduciary Group and has over 35 years of experience as an executive manager, entrepreneur, consultant and as a private trustee, agent under a durable power of attorney and administrator in probate. He has worked for both public and private companies (including his own); predominantly in the real estate development, assisted living (for individuals with dementia) and healthcare industries. He has served in the roles of CFO, COO, CEO and as Chief Restructuring Officer for financially distressed healthcare providers and has extensive experience in litigation and dispute resolution, managing risk and building consensus among competing parties.

Daniel holds a Masters of Business Administration degree in finance from the Carlson School of Management, as well as a Bachelors degree in Psychology from the University of Minnesota. He is a member of the Orange County Estate Planning Council and Professional Fiduciary Association of California.

Ron Miller, Select Fiduciary Group LLC

Ron Miller, CLPF NCG CFA CCTS Realtor, is Co-Managing Principal of Select Fiduciary Group LLC. He has over 30 years of experience serving as a trusted advisor to high net worth families, real estate owners and business owners. As an Investment Banker, he managed over 90 M&A and capital raise transactions and advised clients on succession planning issues. As a Chief Executive Officer, Chief Operating Officer and Chief Financial Officer, he led organizations through M&A transactions and succession planning initiatives. As a Corporate Trustee, Portfolio Manager and Investment Advisor, he evaluated succession plans and M&A transactions, and executed acquisitions and sales of fiduciary businesses and cases.