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