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
Accounting and Consulting Partner at Gallagher, Flynn & Company
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.
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.
Founded in 1969, the Addison County Chamber of Commerce plays a vital role in the success of Addison County’s business community. With a full-time paid staff, the Chamber operates a Visitor Information Center just outside of Middlebury’s downtown. The Addison County Chamber is responsible for promoting the county as a tourism destination, responding to inquiries from visitors and residents as well as providing referrals to member businesses.
The Addison County Chamber is a vital resource for the business community by providing governmental affairs programming, educational forums and opportunities to meet other members to create and nurture connections.
The Chamber’s mission is to enhance the economic vitality of Addison County.
Please contact us by phone, email or in person.
The Visitors' Center is open Monday through Friday, 9 a.m. to 5 p.m.