Succession Planning Series: Session 1
March 27, 2024
Succession Planning Series: Session 1
Join us for an exclusive four-part event series on Succession Planning, presented in collaboration with UHY Advisors. This month's session will be led by speaker Thomas Alongi, who will dive into the art of preparing for a once-in-a-lifetime transition. Gain insights on succession planning and your next steps and elevate your business legacy with expert guidance! family succession, strategic planning for sale to private equity, and the rising popularity of ESOPs. Elevate your business legacy with expert guidance!
Attendees will have the opportunity to learn about:
How to prepare for the transition and what your options are.
Family Succession: defining your legacy the right way.
Strategic planning for sale to private equity.
The rising popularity of ESOPs.
Why are ESOP's becoming so popular?
Is an ESOP the path forward for your business?
About the Presenter:
Thomas Alongi
Partner UHY LLP
Managing Director, UHY Advisors
Thomas Alongi is a leader of the audit and assurance practice, where he has been advising both public and private clients in regard to their finances and operations for nearly 30 years. Tom is the leader of the firm’s national manufacturing practice and hosts UHY's annual Manufacturing and Automotive Outlooks. He is frequently called upon to contribute thought leadership to various industry organizations.
Areas of Experience:
Audits of public and private companies
Deal negotiation and implementation of post-transaction strategic planning
Consultation, evaluation, and implementation of part and product line costing models
All stages of the costing process
Strategic cost management and consulting, product and part profitability, business profitability modeling, and cash flow forecasting
Licenses and Certifications:
Licensed CPA in the state of Michigan
Licensed CMA (Certified Management Accountant)
Attendees will have the opportunity to learn about:
How to prepare for the transition and what your options are.
Family Succession: defining your legacy the right way.
Strategic planning for sale to private equity.
The rising popularity of ESOPs.
Why are ESOP's becoming so popular?
Is an ESOP the path forward for your business?
About the Presenter:
Thomas Alongi
Partner UHY LLP
Managing Director, UHY Advisors
Thomas Alongi is a leader of the audit and assurance practice, where he has been advising both public and private clients in regard to their finances and operations for nearly 30 years. Tom is the leader of the firm’s national manufacturing practice and hosts UHY's annual Manufacturing and Automotive Outlooks. He is frequently called upon to contribute thought leadership to various industry organizations.
Areas of Experience:
Audits of public and private companies
Deal negotiation and implementation of post-transaction strategic planning
Consultation, evaluation, and implementation of part and product line costing models
All stages of the costing process
Strategic cost management and consulting, product and part profitability, business profitability modeling, and cash flow forecasting
Licenses and Certifications:
Licensed CPA in the state of Michigan
Licensed CMA (Certified Management Accountant)