All businesses require transition of ownership and a proactive transition plan will ensure a successful outcome. How do you determine which path is right for you?
In order to ensure your exit strategy goals and objectives are met, you need to know your ownership transition alternatives and plan an exit strategy that best suits your needs.
In many cases, the company is the largest, most valuable asset sellers own and represents a significant concentration of investment risk in one asset. Prudent planning calls for diversification and a need for the business owner to harvest the value they have created in their business to invest in a broader portfolio of investments.
Join us for a discussion around ownership transition with a panel of experts who will address these strategic considerations from all perspectives.
Panelists:
Terry Bressler, Prairie Capital Advisors
Franco Silva, Prairie Capital Advisors
Kathy Cole, DK Cole Company
Timeline:
7:30 am: Breakfast and Networking
8:00 - 9:30 am: Annual Meeting & Program