Ownership Transfer and Succession Planning for Your Business

February 5 - 7, 2014 / Fort Myers, FloridaRegister Now

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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 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.

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.

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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

Download the 2014 Ownership Transfer and Succession Planning for Your Business brochure by clicking here.

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About the Program Director

Tim Sznewajs

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.

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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

South Seas Island Resort
5400 Plantation Road
Captiva Island, FL 33924

Room Rates

Room Rate: 1-Bedroom Guest Room - SOLD OUT
                       3-Bedroom Bayside Villa at $329 per night + $15 resort fee
                       2-Bedroom Beach Villa at $349 per night + $15 resort fee

Reservation Cut-Off date: Tuesday, January 14, 2014

Note: The nearest known city is Fort Myers, FL

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.

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Fees, Cancellation and Policies


  • $1,545 for the first attendee
  • $1,395 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 professionals and refreshment breaks. Meals, lodging and transportation are not included.


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.

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 Florida varies. We recommend that you check the weather for the area prior to packing. Click here to see a 10-day forecast.

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

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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

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