Seven questions to ask yourself about Succession Planning
1. Why plan for a successor?
2. How long would it take?
3. Where would I start and who would I start with?
4. Why sell (or exit) my business?
5. What are the exit options?
6. How would I prepare to sell my business?
7. How do I figure out my company worth?
Geauga Growth Partnership presents
Conversations: Planning Your Succession
Hear the case studies, ask the questions.
Friday, May 20th, 7:30 – 9:30 AM
Kent State University at Geauga
14111 Claridon Troy Road, Burton
Join other business leaders as experts answer these most important questions and those from our audience. You may send your questions in advance to firstname.lastname@example.org. Others will be collected at the event.
Join our speakers for a conversational style event!
Theodore (Tod) Wagner, CPA, CVA – Bober, Markey Fedorovich CPAs
Tod with more than 20 years experience, utilizes his broad background with corporate and individual tax planning to help middle market businesses and their owners achieve their financial objectives.
Jim Marra, Business Development Director – Blue Point Capital Partners
Jim is a 25-year veteran of Blue Point Capital, a private equity firm that partners with entrepreneurs and management teams investing in and growing lower middle-market companies.
Peter J. Brosse, Partner – Meyers, Roman Friedberg & Lewis
Peter chairs Meyers, Roman’s Business & Corporate Group and Energy Law Group, serving as a trusted advisor and outside general counsel and legal resource to closely held businesses.
Thomas Zucker, President and Founder – EdgePoint Capital Partners
EdgePoint, a leading Merger & Acquisition advisory firm specializing in middle market mergers, acquisitions, management buyouts and corporate divestitures for businesses and owners.
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