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