Are you ready to elevate your business legacy and ensure a seamless transition for the future? Join us for an exclusive four-part event series on Succession Planning, presented in collaboration with UHY Advisors. This insightful series aims to equip entrepreneurs and business owners with the knowledge and strategies needed to navigate the complexities of succession planning.

First Event Details:

Title: How to Prepare for a Once-in-a-Lifetime Transition
Presenter: Thomas Alongi, Leader of Audit and Assurance Practice at UHY Advisors
Date: March 27, 2024
Time: 8:30-10:00 AM
Location: Velocity

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Session Overview

In our first session, Thomas Alongi will delve into the art of preparing for a once-in-a-lifetime transition. Attendees will gain valuable insights on succession planning and learn about the various options available to them. From family succession to strategic planning for sale to private equity, and the rising popularity of Employee Stock Ownership Plans (ESOPs), this session will cover essential topics to help you chart the course for your business’s future success.

Topics Covered:

Preparing for the Transition: Understand the importance of succession planning and discover the steps you need to take to prepare for the transition.

Family Succession: Learn how to define your legacy the right way and ensure a smooth transition of leadership within your family-owned business.

Strategic Planning for Sale to Private Equity: Gain insights into the strategic planning process for selling your business to private equity firms and maximizing value.

The Rising Popularity of ESOPs: Explore why ESOPs are becoming increasingly popular and determine if they are the right path forward for your business.

About the Presenter:

Thomas Alongi brings nearly 30 years of experience in advising both public and private clients on their finances and operations. As a leader of the audit and assurance practice at UHY Advisors, Thomas has extensive expertise in deal negotiation, strategic cost management, and consultation. He is also the leader of the firm’s national manufacturing practice and regularly contributes thought leadership to various industry organizations.

Don’t Miss Out!

Join us for an informative event series that will empower you to make informed decisions about the future of your business. Space is limited, so be sure to reserve your spot today! To RSVP or learn more, visit Session 1: Succession Planning Overview.

We look forward to seeing you there!