The Right Time to Sell Your Business
Aligning your Industry, Business, Personal & Family Clocks
Transition planning is one of the most important issues facing any business owner. Too often, a business owner pursues an exit when one or more of the “clocks” is not aligned, which may result in a sub-optimal value, delays, or even cancellation of the transaction.
The key to maximizing the value of your business and preparing you and your family for “life after the sale” is aligning the Three Clocks - Industry, Business, and Personal & Family.
This webinar series brings together the extensive experience of 15 business transition specialists in three panels to discuss the three clocks and how to gauge ‘what time it is’ on each clock associated with your potential ownership exit.
Business owners and their advisors will gain insights from these experts to help avoid common pitfalls and learn how to prepare well in advance for a successful sale.
A Three-Part Webinar Series
The Industry Clock: Is your industry favorable to potential buyers?
March 24 8:30 AM ET
Watch the recording of the webinar to learn more about the industry factors, challenges, and opportunities that may affect the value of a business.
Host
Marshall Rowe Co-President, Business Owner Services, Managing Director, Northern New England, The Colony Group
Speakers
M&A Advisor: John-Michael Girald, Peloton Advisory, LLC
Private Equity Investor: John Snow, Managing Director, Quabbin Capital
Business Owner/Strategic Buyer: Bob Goldstein, Co-Founder & Board Member, Single Digits
CPA: Mike Jurnak, Principal, CPA, Berry Dunn
The Business Clock: Have you optimized the most important value-drivers for your business?
May 12 8:30 AM ET
Host
John Weeks, CExP, Managing Director, Family Wealth & Business Transition Planning, The Colony Group
Speakers
Investment Banker: Robert MacLeod, Bigelow
Corporate Attorney: Patrick Closson, Director, Chair of Corporate Department and Chair of Healthcare Group, McLane Middleton
CPA: Jody Holt, Co-Founder & CEO, Kincern Inc.
CPA: Karl Heafield, Principal, Baker, Newman, Noyes
Private Company Board Member: Mike Burnell
The Personal & Family Clock: Are you and your family well-positioned for a successful future post sale?
June 16 8:30 AM ET
Host
Jim Fitts, CFP®, Senior Wealth Advisor, Managing Director, Business Owner Services, The Colony Group
Speakers
Business Owner: Paul Amato, former owner of Alene Candles
Family Wealth Advisor: Indrika Arnold, CFP®, Senior Wealth Advisor, The Colony Group
Estate attorney: Amy Kanyuk, McDonald & Kanyuk
Philanthropy advisor: Richard Peck, Vice President of Development and Philanthropy Services, New Hampshire Charitable Foundation
FEATURING THE AUTHORS OF
Your Next Adventure: Planning for Life After the Sale of Your Business
Speakers
Paul Amato
former owner of Alene Candles
Indrika Arnold, CFP®
The Colony Group
Senior Wealth Advisor
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Mike Burnell
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Patrick Closson
McLane Middleton
Director, Chair of Corporate Department and Chair of Healthcare Group
View Full Bio
John-Michael Girald
Peloton Advisory, LLC
View Full Bio
Bob Goldstein
Single Digits
Co-Founder & Board Member
View Full Bio
Karl Heafield
Baker, Newman, Noyes
Principal
View Full Bio
Jody Holt, CPA
Kincern Inc.
Co-Founder & CEO
View Full Bio
Mike Jurnak
Berry Dunn
Principal, CPA
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Amy Kanyuk
McDonald & Kanyuk
View Full Bio
Robert MacLeod
Bigelow
View Full Bio
Richard Peck
New Hampshire Charitable Foundation
Vice President of Development and Philanthropy Services
View Full Bio
John Snow
Quabbin Capital
Managing Director
View Full Bio
Learn more about your clocks
Registrants who are confirmed as attendees at a live webinar will receive a complimentary copy of the book.
Speak to an Advisor
Prefer to connect, today? Great — drop us your contact info and we will reach out to discuss our perspectives and your possibilities.