More than 50% of private company sales or liquidations are driven by unplanned events – including incapacity, death or other life events. Studies have found that 75% or more of a business owner’s net worth is in their business – but 85% of small and mid-sized business owners do not have a succession or ownership transition plan in place.
Retiring is never easy – but it’s even more difficult when you own the company. Even if you plan to run your business for another 10 years before you retire, you should start preparing for the day when you leave your business – either on a planned or unplanned basis. In this workshop, you will learn what you should be doing now to ensure the ongoing success of your business and to achieve your personal and financial objectives when you are ready to sell or transition ownership of your business.
If you own a business and you are beginning to think about retirement, you should attend this workshop.
David Cleveland is Managing Partner of Corporate Performance Group. Dave has extensive experience as a business advisor and coach for family-owned companies. Prior to joining Corporate Performance Group, Dave was President of Hilti’s Latin American subsidiary, President of United States Mutual Association and President of Communication Graphics Inc. Dave also has extensive experience in providing board leadership for nonprofit organizations.
Bruce Skaistis is a Partner with Corporate Performance Group and Managing Director of Kingsbridge Capital Partners. Building on more than 40 years of management, entrepreneurial, consulting and M&A experience, Bruce specializes in helping business owners improve the performance and maximize the value of their companies and providing M&A support to sell, buy and recapitalize companies.
Wednesday, June13th – Breakfast starting at 7:30 am
Workshop from 8:00 am to 9:30 am
Corporate Performance Group Conference Room
Park Tower at 5314 S Yale, Suite 400