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The Search for a Good Exit: Introduction to Ownership Succession Planning -- Montpelier 2017

Vermont Employee Ownership Center

Tuesday, October 17, 2017 from 2:00 PM to 5:00 PM (EDT)

The Search for a Good Exit: Introduction to Ownership...

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The Search for a Good Exit -- Springfield Oct 16, 2017 Free  

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Event Details

In this seminar, you will learn the basics of how to choose a path for ownership succession in your business. We will take a close look at four different ways of selling a business: to an outsider, to family members, to managers or to the larger group of employees. While we will get into some technical details, including an overview of the business valuation process, the focus will be on stories about each path, told via video by owners who have been involved in the sale of Vermont businesses. Our lead presenter will be Tim Cope of NFP, with Vermont Employee Ownership Center Executive Director Don Jamison.

Attendance is limited to business owners and key managers. 

Tim Cope entered the life insurance industry in 1979. After having his own firm for almost 20 years, he joined Fleisscher Jacobs Group in 1997, which is now part of NFP. Tim's areas of expertise are Business Owner Exit Planning; Life, Disability & LTC Insurance; Exit Planning "General Contractor" (the person who coordinates the exit plan and other advisors for a business owner); and business insurance such as buy sell, key man, and long tem care.

Sponsors of the event are the Regional Development Corporations of Vermont, the Vermont Small Business Development Center, Vermont Manufacturing Extension Center, and the Vermont Employee Ownership Center, with funding provided by the Vermont Agency of Commerce and Community Development.

Have questions about The Search for a Good Exit: Introduction to Ownership Succession Planning -- Montpelier 2017? Contact Vermont Employee Ownership Center

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When & Where


Kellogg-Hubbard Library
Hayes Room
135 Main Street
Montpelier, VT 05602

Tuesday, October 17, 2017 from 2:00 PM to 5:00 PM (EDT)


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Organizer

Vermont Employee Ownership Center

The Vermont Employee Ownership Center is a statewide non-profit whose mission is to promote and foster employee ownership in order to broaden capital ownership, deepen employee participation, retain jobs, increase living standards for working families, and stabilize communities.

We provide information and resources to owners interested in selling their business to their employees, employee groups interested in purchasing a business, and entrepreneurs who wish to start up a company with broadly shared ownership.

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The Search for a Good Exit: Introduction to Ownership Succession Planning -- Montpelier 2017
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