February Monthly Program and Annual Membership Meeting: "Business Succession Planning 2022 - The Time is Now!"

Feb 17, 2022 - 11:30 AM (MT) - DoubleTree Suites: 320 N 44th Street Phoenix AZ 85008
Hosted by Valley of the Sun, Phoenix, AZ

About this Event

There are 15-20 million business owned by Baby Boomers in the United States.  These entrepreneurs account for approximately 92% of the economic growth in this country.  Many of these companies are in the construction industry.  As these owners age, they are becoming more dependent on their businesses to fund their retirement lifestyle.  Their companies serve as an economic engine and continuity of the business beyond the founder is critical.  Critical for the employees, suppliers, customers, and the general wellbeing of our economy.  The problem is, if all these businesses were to go to market today, there would only be buyers for approximately 67% of them.  What is more alarming is that most of these businesses are not ready! Generally, our business owners don’t know the true value of their businesses.  They also don’t know what factors add to or detract from that value.  In this session, you will learn many of the statistics driving the need for comprehensive succession planning for the companies we serve. You will also see the process that is used in comprehensive succession planning.  Lastly, you will see several case studies and the outcomes of those engagements. 

Featured Speakers

 

Joe W. Scheid, AIF®, CEPA®, CFBS, CLTC

Financial Planner & Wealth Manager

Accredited Investment Fiduciary

Certified Exit Planning Advisor

Certified Family Business Specialist

Price

Members: $40.00
Non-members: $50.00

Event has passed