BEGIN WITH THE END IN MIND- An Informational Training On Succession Planning

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Name: BEGIN WITH THE END IN MIND- An Informational Training On Succession Planning
Date: April 30, 2020
Time: 1:45 PM - 5:30 PM CDT
Event Description:

What does it mean to build your business with the end in mind? Succession is not an event, it's a process!... and YOU DON'T KNOW WHAT YOU DON'T KNOW!

Are you a business owner, partner or key executive who's concerned with:

  • Not knowing the true value of your organization?
  • Not knowing the gaps that may exist that could hurt your business valuation?
  • Not being fully aware of the legal processes behind buying and selling a business?
  • Not truly knowing what all your options are?
  • Making sure that your business is strong enough to survive your exit?
  • Getting the right people in the right seats on the bus?
  • Not knowing the next leader for your organization?


Did you know?

  • There are 6 million privately/family held businesses in the US
  • Only 8% of these businesses have a written down strategic plan for succession
  • Succession success rate for this group is only 20-30%

Hear from an experienced succession consultant, a business and estate attorney, and a financial planner and strategist. Each will share their expertise with the succession and exit planning process.

This event is co-hosted by LIFT Consulting, LLC, Focal Point Financial Strategies, & Grams & Christoffersen Estate & Business Attorneys.

Event Media:
800 W. Broadway, #300
Monona, WI 53713
Date/Time Information:
1:45 - 2:00 PM Registration
2:00 - 4:00 PM Informational Training
4:00 - 4:30 PM Q&A
4:30 - 5:30 PM Cocktails/Networking
Contact Information:
Joe Pometto
FREE with registration
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