Ownership and Succession Planning for Your Construction Business
February 20 - 22, 2013 / Sarasota, Florida
Program Focus
The program educates the owners of construction companies about the options available for transferring ownership of a business to employees or family members. Issues surrounding management succession planning, leadership development, estate planning, valuation and stock transfer techniques are explored in depth. The goal of the workshop is to assist owners in understanding the available alternatives, and choosing a path best suited to meet the company’s long-term objectives.
Overview
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 FMI’s expert team. At the end of the conference, you will leave with the basis for a personal action plan to solve ownership transfer problems unique to owners in the industry, 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 Will 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 Tim Sznewajs at tsznewajs@fminet.com or via phone at 303.398.7214.
Questions?
If you have any questions about the program or the topics we will cover, please contact the program director, Tim, at 303.398.7214 or TSznewajs@fminet.com.
Agenda
Day One: 8:30 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
- Developing Your Future Leaders and Managers
Day Two: 8:30 am to 2:30 pm
- Developing Your Future Leaders and Managers (continued)
- Valuation and M&A Trends
- Buy-Sell Agreements and Estate Planning
Day Three: 8:30 am to 2:15 pm
- Techniques for Transferring Ownership
- Incentive Compensation and Ownership Transition
- Conclusions
Download the 2013 Ownership and Succession Planning for Your Construction Business brochure by clicking here.
About the Program Director
Timothy R. Sznewajs
Senior Managing Director, Investment Banking
Tim works exclusively with construction industry firms, focusing on mergers and acquisitions and ownership transfer issues. He also serves as the lead shareholder of FMI’s Ownership Transition practice.
Accommodations
Reservations
A limited number of rooms have been set aside for attendees at the seminar hotel. Rooms are available on a first-come, first-served basis only. Please call the hotel directly to make your reservations, and refer to FMI Corporation when making your reservations. We urge you to reserve a room as soon as you plan to attend this event.
Please note FMI reserves the right to change, add or cancel programs according to the needs of the industry. Please verify registration with FMI's customer service representative prior to booking travel arrangements.
Hotel Information
Longboat Key Club & Resort
220 Sands Point Road,
Longboat Key, FL 34228
888.237.5545
Room Rates
We are pleased to offer the following special room rate for FMI program attendees:
Beach View Club Suite -- $299 per night
Golf Course View / Lagoon View Club Suite -- $269 per night
Sleeping room rates are quoted exclusive of applicable state and local taxes, resort fees and assessments. Quoted room rates will be offered, based on availability, to our attendees three days before and three days after the event.
Fees, Cancellation and Policies
Fees
- $1,545 for the first attendee
- $1,345 for each additional attendee from the same company
- Spouses attend for a special rate of $395
Registration includes all workshop materials, interactive workshop instruction, one-on-one consultations with FMI experts and refreshment breaks. Meals, lodging and transporation are not included.
Cancellation
If you would like to make any name changes or cancel participants please e-mail us at registrations@fminet.com. You will receive an e-mail response once your request has been processed. If we receive your written cancellation at least five (5) business days before the program, we will refund your tuition. Otherwise, your tuition will be converted to a non-refundable credit you may apply toward any FMI product or program for a full year.
Please note: If the event is canceled due to insufficient registrations, 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.
Attire
Dress code for this seminar is Business Casual. We recommend that you check the weather for the area prior to packing. Click here to see a 10-day forecast.
Satisfaction Guarantee
After 55-plus years of helping the construction industry enhance performance, productivity, and profitability, we believe you will return home with the tools and information to make a difference in your work. 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
You can earn up to 21 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.
