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2018 Succession / Transferring Ownership | DC

Hosted in Tysons Tuesday, September 25, 2018 7:30 a.m. - 11:45 a.m. PST

Event Overview

Start yesterday.

If succession planning is not at the top of your list, it should be. A CEO departure without a cohesive plan in place can cost a company millions of dollars, paralyzing the organization from the top down.

Your exit may not be imminent — that’s actually the best-case scenario. Whether you’re exploring sale to a third party or ESOP, the time to begin crafting your exit strategy is far in advance of when you’ll need it.

Join us for this informative event to optimize positive outcomes for yourself and your business. Gain the knowledge you need to assess your bench strength; understand the financial, legal and psychological ramifications of transferring ownership; and leave your business primed to succeed.

Start laying the groundwork to — in the near or distant future — walk away from your business with a clear mind, knowing you’ve done your due diligence. Register now!

Members through September 4: $99 | After September 4: $129
Guests through September 4: $119 | After September 4: $149

Members and guests are welcome to attend. For more details contact Madaline Woodard, Event Planner, at madaline.woodard@vistage.com.

Event Speakers

Keith Apton

Managing Director, UBS

Preparing for a strategic exit

For business owners thinking about a transition – whether from one generation to the next, or outright sale to a third party – decisions are often based on a number of factors including personal, business, industry and environmental concerns. Some are considering what’s next after years of investing in the company. Some have an interest in raising capital to continue growing. Still others find, transferring ownership to employees or the next generation is the best fit for their needs. Which path is your best fit as you look to what’s next for your business? Transition expert Keith Apton will help you assess your options and navigate the complexities of transition to inform your decision, and your success.

Tax efficient liquidity events using ESOPs

Speaker Keith Apton will outline how business owners can monetize part or all of their company in a tax-efficient manner, while maintaining control of their business and having an upside interest in future growth. Leave with better understanding of ESOP, how it can benefit you and your team, and if it is your optimal exit strategy.

Mark C. Bronfman

Private Wealth Advisor, Sagemark Consulting / Lincoln Financial Advisors

From leadership to liquidity: Pathways to succession

In his presentation, Mark C. Bronfman will explore powerful strategies to achieve growth and succession in your company:

  • Learn about “equity models” as a key differentiator in the war for talent
  • Explore the four “succession pathways” as a roadmap for long-term planning
  • Create a truly transferable business via an inside or outside transaction
  • Materially reduce the tax and cost friction of your succession plan

Discover the secrets to empowering your succession via change in control, partnership model, family transfer or ESOP.


Tower Club Tysons Corner

7:30 – 8:00 a.m.
Check-in and breakfast

8:00 – 8:45 a.m.
Welcome and networking discussion activity

8:45 – 9:50 a.m.
Keith Apton Tax efficient liquidity events using ESOPs

9:50 – 10:05 a.m.

10:05 – 11:10 a.m.
Mark C. Bronfman From leadership to liquidity: Pathways to succession

11:10 – 11:30 a.m.
Q&A with Sagemark Consulting and UBS

11:30 – 11:45 a.m.
Closing remarks



Tower Club Tysons Corner
8000 Towers Crescent Drive, Suite 1700
Tysons, VA