Ownership Transfer and Succession Planning for Your Business

February 11 - 13, 2015 / Phoenix, AZ



Whether your primary goal is to define your legacy, provide an opportunity for the next generation or maximize your financial proceeds, this comprehensive, three-day, executive conference is a must attend. Limited to just 40 attendees, participants have the undivided attention and focus of FMI’s professional team. Educating owners of construction companies about the options available for transferring ownership of a business to employees or family members, this program addresses in depth the issues surrounding management succession planning, leadership development, estate planning, valuation and stock transfer techniques. It assists owners in understanding the available alternatives, and choosing a path best suited to meet the company’s long-term objectives. At the end, you will leave with the basis for a personal action plan to solve ownership transfer problems with confidence and success.

Benefits of Attending

  • Understanding tax and corporate matters impacting stock transfer techniques
  • Examining ownership transfer methodologies and the relative benefits and drawbacks of specific transfer methodologies
  • Learning the keys to evaluating and developing successful future leaders for the company
  • Gain a full understanding of the business continuity planning process and your role in making the plan a reality

Who Should Attend

This course is designed for Business Owners, Presidents, Chairmen, CEOs, CFOs, COOs and employees targeted as future owners.

We encourage companies to send multiple team members to participate in this workshop to foster greater cohesion and accountability and spark the thought process. Several team members participating in the workshop will multiply the benefit throughout your organization.

Unable to Attend?
Planning to sell your company, but unable to attend this program? Call us if you would like to discuss your firm’s succession strategy or how to improve the value of your firm for an internal or third-party sale. Our experienced investment bankers can help you develop a plan to meet your objectives. Contact Landon Funsten at lfunsten@fminet.com or via phone at 919.785.9284.

If you have any questions about the program or the topics we will cover, please contact the program director, Landon, at 919.785.9284 or lfunsten@fminet.com.

Back to Top


Day One: 8:00 am to 2:00 pm, Welcome Reception 5:30 pm to 6:30 pm

  • Overview of Ownership Transfer and Management Succession
  • Defining Goals, Objectives and Key Issues
  • Introduction to Incentive Compensation

Day Two: 8:00 am to 2:30 pm

  • Developing Your Future Leaders and Managers
  • Valuation
  • Buy-Sell Agreements and Estate Planning

Day Three: 8:00 am to 2:30 pm

  • Techniques for Transferring Ownership
  • Contingency Planning
  • Real Life Construction Industry Case Study

Back to Top

About the Program Director

Landon Funsten

Landon R. Funsten

Managing Director, Investment Banking
Landon is a managing director with FMI Capital Advisors, Inc., FMI Corporation's Investment Banking subsidiary. He works extensively with contractors throughout the country, focusing on stock valuations, buyer and seller representations and business continuity.

Back to Top

Travel & Accommodations


When making flight arrangements, please plan to arrive the day before the start date as OTMS begins at 8:00 a.m. the first day. Departure flights should be booked no earlier than 4:30 p.m. on the final day. If a departure flight is not available after 4:30 p.m. to your return destination, you have the option to stay at the hotel an additional night at your expense.

Hotel Reservations

FMI has reserved a block of rooms at the Arizona Biltmore. We urge you to reserve a room as soon as you plan to attend this event. Be sure to ask for the "FMI" room block. If you have any trouble obtaining a room, please contact our event coordinator who can provide you with a list of additional hotels in the vicinity.

Hotel Information

Reservation cut-off date is Monday, January 12, 2015.

Reservations requested after 1/12/15 will be made solely based on the hotel’s availability and at the prevailing rate.

Arizona Biltmore
2400 East Missouri Avenue
Phoenix, Arizona 85016

2400 East Missouri Avenue
Phoenix, Arizona

Back to Top

Fees, Cancellation and Policies


Tuition includes a confidential, one-on-one consultation with a FMI Investment Banker, all workbook materials, program instruction and refreshment breaks. Meals and lodging are not included.
  • $1,545 first attendee
  • $1,395 for each additional attendee from the same company

Payment will be collected at time of registration.


If you need to cancel your registration, please note that you will be subject to a $395 administrative cancellation fee per registrant. We need to receive your written cancellation at least five business days before the program in order to refund your remaining tuition. Otherwise, your tuition will be converted to a nonrefundable credit you may apply toward any FMI program for one full year. Please email us at registrations@fminet.com to submit your cancellation request.

Please note: If FMI cancels the event, your registration fee will be refunded. However, FMI cannot be held accountable for non-refundable airline tickets or other expenses related to your travel to the event.

For questions regarding FMI's Cancellation policy, please call 800.877.1364.

FMI reserves the right to change, add, or cancel programs according to the needs of the industry.

Substitution Policy

If you would like to make any name changes or substitute participants please e-mail us at registrations@fminet.com. Substitutions can be made up to five business days prior to the start of the program.


Dress code for this seminar is Business Attire. Weather in Arizona varies. We recommend that you check the weather for the area prior to packing.

Satisfaction Guarantee

If for any reason you are not satisfied, please inform us by calling 800.877.1364. We will refund your tuition or give you a credit to use at another FMI program.

Continuing Education Credits

CPE Sponsors Logo

You can earn up to 18 hours of continuing education credits by completing this program. A certificate of completion will be awarded to you at the conclusion of the program. You may use this certificate for self-reporting purposes to many state and local continuing education entities.

FMI Corporation is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org.

Group Live | Advanced | No Advanced Preparation Required

Back to Top