Events Calendar
"Succession Planning and Exit Strategy" - Chicago Entrepreneur / Business Owner Panel Series
- Date:
- Wednesday, February 24, 2010
- Time:
- 8:30 AM - 10:00 AM
- Price:
- $20
- Seating:
- FULL - Registration Closed
Event Information
In this panel discussion, hear first hand from a panel of experts on how to successfully plan the departure of your business. The panel is comprised of four successful entrepreneurs and industry professionals.
The discussion will be interactive and include some of the following topics:
- Setting Financial Goals
- Figuring Out the Current Value of the Business
- Building Business Value
- Selling the Business
- Creating a Contingency Plan
- Planning for Death
After the discussion, guests will be able to participate in a Q & A session with the panelists. Open networking will take place before and after the panel discussion so you can interact with other entrepreneurs.
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Jason C. Ewing
Before joining Stevenson & Company, Jason's M&A experience included positions with Vcapital, Inc., a Chicago based Venture Capital firm, Jesup & Lamont, a New York based investment bank, and a Chicago based investment bank focused on acquisition search, business sales, and Asia related M&A. Prior to his work in investment banking, Jason worked for AT&T, and Frontier Communications. Jason has an M.B.A. from the Kellogg School of Management, Northwestern University, Evanston, Illinois, with a major in Finance and a B.A. in Psychology from Indiana University. He is President of the Chicago Business Resource Group (CBRG) and on the Board of Directors for Eclipsecurity, LLC, Shakespeare Squared, LLC and RELCO Finance, Inc. Jason was awarded the 2006 Collaboration Award from the Midwest Business Brokers and Intermediaries Association. His hobbies include golf, triathlons, gardening, international travel and teaching private wine classes.
Bruce R. Leech Bruce Leech is Co-Founder of evolve, a membership organization for business owners, helping them with their transition plans. evolve provides a comprehensive web experience through www.evolveusa.org and a peer-to-peer roundtable experience, helping business owners create value, harvest wealth and develop plans for the rest of their life. Leech also founded BTA Enterprises as a consulting firm helping non-profit organizations with their marketing and sales strategies. He also provides consulting services to mid-size businesses in helping with their strategic plans. Leech grew up in Troy, Michigan and moved to Chicago out of college in 1978 to work for the Harris Bank in their Institutional Trust Department. He worked with mid size companies in establishing their pension and profit sharing plans. In 1981, Leech left Harris Bank and founded CrossCom National. CrossCom acted as a telecommunications broker, providing business telephone systems to small local businesses in the Chicago area. As the business struggled, Leech started to close down CrossCom and went to work briefly for MCI in 1985 as a National Account Manager. While continuing to work part time on CrossCom, Leech approached Walgreens, a national drug store chain, to provide an electronic telephone system for their stores to replace older mechanical systems. Walgreens awarded CrossCom with a $3 million contract to upgrade all 1200 stores in a 3 month project. CrossCom successfully completed the project with only 4 staff and a dealer network of 60 companies. From 1985 to 1995, Leech continued to grow CrossCom, installing and servicing voice and data systems for large US retailers such as Wal*Mart, CVS, Kmart, Walgreens, Kohls and TJ Maxx.
Michael N. Mazursky Michael has over 15 years of experience in providing guidance to corporate and personal clients in the areas of insurance, employee benefit, and investment planning. He and North Star Benefits are focused on the financial needs of business owners and professionals. The practice has considerable depth in providing all types of employee benefit solutions to small and medium sized businesses, as well as, lending critical thinking and implementation strategies for insurance and investment based solutions for business owners, professionals and affluent clients. Michael earned his undergraduate degree from the University of Illinois at Urbana-Champaign, and holds designations as a Certified Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from The American College. A member of numerous business organizations, he is an avid triathlete and lives with his family in Highland Park.
Katarinna McBride Katarinna concentrates her practice in the areas of estate planning, estate and trust administration, and business transactions. Ms. McBride focuses on designing estate plans to meet the diverse family and financial needs of her clients. Ms. McBride also advises business owners and individuals on the creation and administration of private foundations and charitable trusts. Focusing on wealth preservation, Ms. McBride regularly prepares prenuptial and postnuptial agreements. Ms. McBride's business transactional practice includes counseling individuals as well as families with closely-held corporations on issues ranging from tax-savvy methods of transferring stock to subsequent generations to defining the obligations of family business owners. Ms. McBride serves as General Counsel to several corporations and regularly prepares shareholder and partnership agreements, employment agreements and other corporate documentation.
Moderator Jason Jacobsohn is well known in the Chicago area as a "connector" and go-to person for entrepreneurs who want to grow and maintain their success. Currently, he is Director of Venture Development at AEGIS Professional Services, which offers integrated, comprehensive business services through its legal, consulting, and capital sourcing practice groups. |
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