visiting cma? MAP IT

Menu

7 Reasons why it is so difficult to successfully transfer a business to insiders (panel discussion at the Vistage Executive Summit)

DATE10/10/2019
TIME7:15am – 5:10pm, with Liam Ryan's session at 11:10-12:10
LOCATIONDoubleTree by Hilton Hotel St. Louis – Chesterfield
ADDRESS 16625 Swingley Ridge Rd Chesterfield, MO

description

According to the 2016 Business Enterprise Institute’s Business Owner Survey, when asked about which Exit Path owners were most interested in, 31% indicated a sale to management or employees. Our panel of experts will discuss the key elements of a successful transfer of a business to insiders. Our panel consists of:

Moderator: Steve Hughes – Professional speaker who combines high-end content with down-to-earth humor. Steve is not afraid to blow an audience away (figuratively).

Scott Hester, P.E. – Scott is President and one of the major shareholders of Counsilman-Hunsaker. He is one of the insiders who purchased the company from the previous owner, Scott Hunsaker.

Liam Ryan, Ph.D. – Liam is a Senior Consultant with CMA Consulting. CMA assists business owners with succession planning by evaluating the best leadership contenders for your business.

Patrick Jostrand, COO – Patrick is COO of King + Cross Companies and was instrumental in structuring a successful ESOP purchase of the business from the founders.

Peter Racen, CFP®, AEP®, CLU®, ChFC® – Peter successfully sold his 53-year-old, 3rd generation family business to a competitor over 20 years ago. He advises owners of closely-held businesses on exit planning, key people issues, buy/sell structures, and personal wealth management.

 

This is an open event. To learn more about the event and to register, visit the conference website:

https://www.vistage.com/event/2019-st-louis-executive-summit/