Event Details

Starting to think about ownership succession for your enterprise? For many business owners, the best option is to sell to those already involved in the business such as family members, managers, or the broader group of employees. In this webinar, you will learn the basics of how to assess and prepare for internal exit paths. Following an overview of general ownership succession principles and considerations, we will take a close look at three different ways of selling a business: to family members, to managers, and to the larger group of employees.


Certified Exit Planning Advisor Mark Beliveau of Gallagher, Flynn & Co. will be our lead presenter, and Don Jamison from the Vermont Employee Ownership Center will present a segment on selling a company to its employees through an ESOP or cooperative.




This webinar is open to ACEDC and ACCoC members only and registration is free.



Registrants will receive a Zoom link from the Addison County Chamber of Commerce via email shortly before the webinar starts.


Hosted by the Addison County Chamber of Commerce in partnership with the Addison County Economic Development Corporation

Speakers

  • Mark Beliveau (Accounting and Consulting Partner at Gallagher, Flynn & Company)

    Mark Beliveau

    Accounting and Consulting Partner at Gallagher, Flynn & Company

    https://www.gfc.com/

    As a partner, Mark provides accounting and consulting services and leads Gallagher, Flynn & Company's Business Valuation and Litigation Support services team. In public accounting, Mark provides services to a variety of industries including, but not limited to manufacturing, retail, distribution, food, construction and service organizations. Mark's varied business experience provides him with the ability to understand the varied requirements of clients and to provide value added services whether it involves accounting, business valuation or other business consulting matters, such as mergers and acquisitions.

    Mark recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute's intensive CEPA five-day executive MBA-style program in Chicago. He joins an elite group of business advisors who have received this designation. The program was specifically designed for business advisors who work closely with owners of privately held companies.

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  • Don Jamison (Executive Director of VT Employee Ownership Ctr.)

    Don Jamison

    Executive Director of VT Employee Ownership Ctr.

    http://www.veoc.org/

    As one of the founders of the VEOC, Don has been with the organization since 2001. He works with the board to plan and deliver VEOC’s educational offerings, and works with those in established companies assess the potential of employee ownership for their businesses.

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Tickets

ACEDC Event Ticket
Standard Price Free