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2018 Succession / Transferring Ownership | Tri-State

Hosted in New York City Thursday, October 25, 2018 7:30 a.m. - 11:35 a.m. CDT

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. The time to begin crafting your 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 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!

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

Members and guests are welcome to attend. For more details contact Tempe Ligett, Event Planner, at tempe.ligett@vistage.com.

Why Attend


The average business owner spends almost 80 hours putting together their business plan, and less than six hours planning their exit.

In their presentations, Steve Gagnon of Reynolds + Rowella, LLP and Kevin Ellman and Paul Miller of Wealth Preservation Solutions, LLC will give you the tools to plan your transition successfully. Leave understanding your options and the technical aspects of the sales/transition process — prepared to focus on key items to maximize the value of your company.

Part 1 - Kevin Ellman and Paul Miller, Wealth Preservation Solutions

  • Plan for your exit/succession: Learn your options, and the steps you must take to be successful.

  • Prepare for life after your transition: Plan ahead to be financially and mentally ready.

Part 2 - Steven Gagnon, Reynolds + Rowella

  • Understand the business sale process: Learn how the process typically works — from the perspective of buyer and seller.

  • Prepare your business for sale: Know what to do and when to do it. Gain a timetable to maximize your exit price.


Event Speakers


Paul Miller, CBEC

President, Wealth Preservation Solutions, LLC

Transferring ownership: Exit and succession planning | Part 1

Section I: Plan for your exit/succession – Internal or external.

Kevin and Paul will discuss the importance of planning well in advance of your exit, outlining components of the planning process and critical steps to a successful transition. Internal and external exit options will be explored.


Kevin Ellman, CFA, CBEC

CEO, Wealth Preservation Solutions, LLC

Transferring ownership: Exit and succession planning | Part 1

Section II: Prepare for your life after your transition

Kevin and Paul will discuss the importance of not only being financially ready but also mentally ready. Each will discuss various ways to measure your “readiness” and the importance of planning ahead.



Steven Gagnon

Partner, Reynolds + Rowella, LLP

Transferring ownership: Exit and succession planning | Part 2

Section I: Understand the business sale process

Steve will explain how the process works, starting with the day you decide to list your business for sale. Learn the steps along the way from the perspective of buyer and seller, so you know what to expect.

Section II: Prepare your business for sale

Steve will discuss what to do and when to do it, whether you make the decision to sell tomorrow, or five years down the road. Learn what timetable you should have to maximize your exit price

Agenda

Harvard Club

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

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

8:45 – 10:00 a.m.
Kevin Ellman & Paul Miller, Wealth Preservation Solutions, LLC Transferring ownership: Exit and succession planning | Part 1

10:00 – 10:15 a.m.
Break

10:15 – 11:30 a.m.
Steven Gagnon, Reynolds + Rowella, LLP Transferring ownership: Exit and succession planning | Part 2

11:30 – 11:35 a.m.
Closing remarks

Sponsors


Location

Harvard Club
35 W 44th Street
New York City, NY