April Breakfast Meeting: EVOLVE

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Overview

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Evolving the "Family Enterprise"

The first choice for many business owners when dealing with succession planning is to “keep it in the family”.  However, business owners often either don’t have the option of transferring ownership to their children or this option is not feasible, but they still wish to preserve their legacy, core values, and their commitment to their employees.  Employee Stock Ownership Plan  (ESOP) buyouts and a sales to Family Offices have emerged as popular exit strategies for business owners with these types of goals and objectives.  Moderated by Michael Harden of Ambrose Advisors, our panel of ESOP-owned companies and a representative of a family office will discuss these exit strategies.  In addition to outlining the execution of these strategies, the panelists will also explore how these exit options have led to the growth and success of their companies while preserving the legacy of their founding families.  

Panelists: 

Bernie Haviland of Haviland USA

Elizabeth Hess of DNS Capital 

Richard Kessler of Kesslers Diamonds

When    

April 19, 2017, 7:30 AM - 9:00 AM

 

 

Agenda   

7:30 AM- 8:00 AM - Registration & Networking

 

8:00 AM - 9:00 AM - Program

 

 

Location   

Kent Country Club 

 

1600 College Ave NE Grand Rapids, 49505

 

 

Cost    

Member - Free 

 

Nonmember - 40.00 (USD) 

 

 

Hosted by: ACG
Chapter
W. Michigan
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