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Ownership Transfer and Management Succession | FMI

Ownership Transfer and Management Succession

Professional Development Programs / Ownership Transfer and Management Succession


GO FORWARD CONFIDENTLY

Registration Information:
The pricing includes a confidential, one-on-one consultation with an FMI investment banker and/ or Center for Strategic Leadership consultant, all program instruction, materials and certificate of completion for continuing education credit. Lodging is not included. Please see the website for covered meals and other logistics.

Hotel Information:
FMI has reserved a block of rooms at the host hotel. We urge you to make your reservations as soon as you register for the program, as the room block does fill quickly. Please check our website for details.

Pricing:
$3,000 for the first attendee
$2,000 for each additional attendee from the same company

A spouses fee of $800 is for participation in the program and includes all session, meals and evening reception

About the Program

Whether your primary goals is to define your legacy, provide an opportunity for the next generation, or maximize your financial proceeds, this comprehensive, three-day, executive program is a must-attend. Limited to just 25 attendees, participants have the undivided attention and focus of FMI’s professional team. This program addresses in-depth issues surrounding management succession planning, evaluating the readiness of the next generation, developing stronger leaders, ownership transfer methods and valuation, including sessions on the current M&A environment and Employee Stock Ownership Plans (ESOPs). 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 of the conference, you will leave with the basis for a personal action plan to solve ownership transfer and succession problems with confidence and success.


Who Should Attend?
  • Business Owners
  • Presidents
  • Chairmen
  • CEOs
  • CFOs
  • COOs
  • Targeted next-generation owners
Benefits
  • Understanding practical 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
  • Gaining a full understanding of the business continuity planning process and your role in making the plan a reality
  • Receiving guidance in a one-on-one meeting from an FMI professional relative to your company’s ownership transfer and succession challenges