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.
Watch the recording of the webinar to learn more about the industry factors, challenges, and opportunities that may affect the value of a business.
Marshall Rowe Co-President, Business Owner Services, Managing Director, Northern New England, The Colony Group
John Weeks, CExP, Managing Director, Family Wealth & Business Transition Planning, The Colony Group
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
Jim Fitts, CFP®, Senior Wealth Advisor, Managing Director, Business Owner Services, The Colony Group
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
Registrants who are confirmed as attendees at a live webinar will receive a complimentary copy of the book.
Prefer to connect, today? Great — drop us your contact info and we will reach out to discuss our perspectives and your possibilities.