This three-part series is a taught by an esteemed group of speakers.

Part 1 (1/21) : Laying the ground work for Holistic Succession Planning – successors, exploring the financial and legal aspects for getting your company ready for valuation.

Led by John Murdough, Brian Burt, Brad Wright and Danielle Feroleto.

Part 2 (1/28) : Exploring ownership transfer options (private equity, M&A, ESOPs). Managing the communication process.

Led by James Murphy, George Thacker and Danielle Feroleto.

Part 3 (2/4) : Looking ahead and anticipating results. Discuss lessons learned from those who have gone through succession planning.

Led by Barry Chasse, Brad Wright and Danielle Feroleto.

Suggested Attendees:

• Business Owner/CEO
• Chief Financial Officer
• Human Resources Director
• Legal Counsel

If you are associated with AGC of Colorado, a Zoom link will be sent to you a few days prior to the session.