Fall 2010 seminar offer actual business owners sharing their ownership transition stories

Hear directly from former business owners - What they would have done differently, and why you need to plan now regardless of when you plan to sell

You only have one chance to transfer ownership of your company - to a buyer, an heir or your employees - and you want to do it right.

Regardless of whether you plan to transition in one year or in 10, there are critical steps you can take now to ensure the transition happens on your terms and timeline, not those dictated by outside factors such as being financially forced to sell, the emergence of a strategic buyer with a deadline, or unforeseen personal or family circumstances.

• Matt Pierson, who sold DTC Communications, a designer and manufacturer of specialty wireless surveillance products, to a third party.
• Gerardine Ferlins, who sold stock of Cirtronics Corporation, an electronic contract manufacturer, to its employees via an Employee Stock Ownership Plan (ESOP).
• Ed Tomey, who sold Southbury Food Center, a family-owned grocery store, to another family member.
• John Gilbert, who sold GeoInsight, a civil engineering firm, to its senior management team.

Attendees will have the opportunity to have lunch with whichever presenter they choose, and will receive resource lists created by the panelists.

In addition, John Murphy of Atlantic Management Company will explain the most common ownership transition models – third party sale; ESOP; family sale; and management buyout. John Hamilton of Vested for Growth will moderate a Q-and-A session with the and panelists and provide an overview of financing options that can get an acquisition across the finish line.

 As a thank you for registering, you will be able to download a free Business Valuation guide and case study in advance of the seminar.

Questions? Call us at (603) 856-0780.

Ownership transition resources