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January 22, 2025 | 2:00 PM - 5:00 PM | Round the Bend Steakhouse
Position your construction company for long-term success and seamless leadership changes. Join CPAs and M&A specialists from Lutz, bonding professionals from Gene Lilly Surety Bonds, and construction industry executives for an interactive, in-person session exploring the benefits and challenges of effective ownership strategies, including family transition, third-party sales, management buyouts, and Employee Stock Ownership Plans (ESOPs). This seminar will provide a comprehensive understanding of how ownership structures will pave the way for effective succession planning.
Key Takeaways:
- Understand various ownership models and their impacts on your business
- Learn how transition can affect bonding capacity and company structure
- Gain insights into creating a robust succession plan that ensures continuity
- Discover strategies to attract and retain key talent through ownership opportunities
AGENDA
- 1:45 PM – 2:00 PM | Check-in
- 2:00 PM – 2:50 PM | Succession Planning for Construction Companies
- 2:50 PM – 3:20 PM | How Transition Impacts Bonding: Insights from Gene Lilly Surety Bonds
- 3:20 PM – 3:30 PM | Break
- 3:30 PM – 4:00 PM | Panel Discussion and Q&A
- 4:00 PM – 5:00 PM | Happy Hour and Networking
WHO SHOULD ATTEND: CFOs, Presidents, CEOs, COOs, & Financial Managers in the Construction Industry
SEMINAR REGISTRATION
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Let’s get you where you want to go.
We work to simplify complexities, help make critical business decisions, and confidently focus on the things that are truly important to you. We embrace your business as our own to spark the right solutions and help you thrive.