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2018 Succession/Transferring Ownership | St. Louis

Hosted in St. Louis Wednesday, November 28, 2018 7:30 a.m. - 11:45 a.m. CDT

Event Overview

This event has been canceled. Please check back for upcoming events in your area.

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 assess your business; proactively prepare for management transition; 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 7: $99| After November 7: $129
Guests through November 7: $119 | After November 7: $149

Members and guests are welcome to attend. For more details contact Amanda Tubbs, Event Planner, at amanda.tubbs@vistage.com.

Why Attend


Gain the knowledge you need to proactively prepare for succession, now or in the future, with two valuable presentations from James Maher, Founder and President of Archford Capital Strategies, LLC:

Session 1: Your most important job

Peter Drucker once remarked, “The organization that is not capable of perpetuating itself has failed.” This expert panel led by Jim Maher will help you to understand the risks and penalties of failing to prepare for management transition (planned or unplanned), and how to minimize the impact on family, management, employees, vendors, banking relationships and investors. Leave with renewed motivation and powerful tools to ensure an orderly, effective succession and continued success of the enterprise.

Session 2: A "showcase ready" company

"You never get a second chance to make a first impression.” This age-old saying is as true for companies as it is for people. You only sell your business once. It must be "showcase ready" when the buyer arrives. In his presentation, Jim Maher will demonstrate how to maximize the enterprise value of your closely held business at all times. He’ll share the Exit Planning Institute’s time-tested, seven-step process to assess your company, ensuring when the buyer shows up — even without warning — you are more than ready.


Event Speakers


Jim Maher, J.D., CPA, CFP, CRPC, CRPS, CEPA

President, St. Louis Exit Planning Institute; President and Founder; Archford Capital Strategies, LLC

James Maher is founder and president of Archford Capital Strategies, with $700M under management. He is also founder and president of the St. Louis Chapter of the Exit Planning Institute, and is founder of Archford Consulting, LLC, a non-investment advisory subsidiary of Archford Capital Strategies. Jim’s specialties include business transition (ESOPs, management buyouts, third party and private equity sales), and capital source solutions (from debt financing to equity infusions). He was a Financial Times Top 300 Registered Investment Adviser in 2016 and 2017.

Agenda

Sunset Country 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.
Session 1: Your most important job Jim Maher, President and Founder, Archford Capital Strategies, LLC

10:00 – 10:15 a.m.
Break

10:15 – 11:30 a.m.
Session 2: A "showcase ready" company Jim Maher, President and Founder, Archford Capital Strategies, LLC

11:30 – 11:45 a.m.
Closing remarks

Sponsors


Location

Sunset Country Club
9555 South Geyer Rd
St. Louis, MO