SUMMIT

219 - Your Next-Generation Exit Strategy

Your Next-generation Exit Strategy

For small and medium-sized companies the prospect of exiting a business via a sale, dissolution or passing to the next generation can offer some challenging aspects. This session will provide some strategies and methods for achieving these goals.

  • Strategies for a small & medium-sized business owners transitioning away from the entity
  • Methods used when ownership wishes to draw value and pass it to employees or heirs

Moderator: Nicholas Pessimisis, CPA - Chief Financial Officer, Ventiv Technology Inc., Chicago, IL

Panelists:
Elizabeth Carlson
- Executive Vice President, Corporate and Commercial Banking, PNC Bank, Chicago, IL
Tom D. DeSimone,  CPA - Senior Associate, Prairie Capital Advisors, Inc., Oakbrook Terrace, IL
Jeff Hyland, CPA - Certified Turnaround Professional, Managing Director, Berkeley Research Group LLC, Chicago, IL

FOS: 2 Finance

 

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