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2018 Succession/Transferring Ownership | Charlotte

Hosted in Charlotte Wednesday, December 5, 2018 7:30 a.m. - 11:35 a.m. EDT

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 determine the right strategy for accomplishing your unique goals; understand the personal and financial consequences 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 November 14: $99| After November 14: $129
Guests through November 14: $119 | After November 14: $149

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

Event Speakers


Christian A. Farmakis

Chairman of the Board, Babst Calland

The “succession” process: A comprehensive guide to a successful ownership and management transition

Succession planning is required for every company. While no two succession plans are the same, deliberate planning is universally vital to ensure an impactful ownership and management transition. In his presentation, Christian Farmakis will provide the knowledge you need to plan from a position of strength, from “fixing” your business to ensure a smooth succession, to determining the right strategy for accomplishing your unique goals. Leave with the insight to:

  1. Evaluate if you have an ownership and management succession “problem.”

  2. Avoid common pitfalls.

  3. Undertake an effective succession planning process.


Chris Chaney

Partner and VP, Fort Pitt Capital Group, LLC

Building the life you want after building your business

Entrepreneurs put a tremendous amount of time into building their businesses, and very little time into planning their exit. Planning is essential to realizing the full value of what you’ve built — for yourself, your family and your employees — and creating the life you want. In his presentation, Chris Chaney will outline the essential elements of the planning process and the key steps of a successful transition. Topics will include:

  • Personal planning: Examining the mental and emotional aspects of a successful transition.

  • Relationship planning: Exploring family and employee considerations.

  • Financial planning: Creating a comprehensive strategy to make the most of the next step in your life.


Agenda

The Duke Mansion

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

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

8:45 – 10:00 a.m.
Christian A. Farmakis The “succession” process: A comprehensive guide to a successful ownership and management transition

10:00 – 10:15 a.m.
Break

10:15 – 11:30 a.m.
Chris Chaney Building the life you want after building your business

11:30 – 11:35 a.m.
Closing remarks

Sponsors


Location

The Duke Mansion
400 Hermitage Rd
Charlotte, NC