Growth, Acquisition and Business Succession

We are in the business of celebrating succession! What better way to celebrate succession planning than to talk about growth in the business. You, as a business owner, are in a power position. With action, you can create control over your future.

Consolidation has been a major theme for some time now. COVID-19 created an added layer of pressure, enhancing buy-sell activity. Business owners who have invested in succession planning already have options, know what they want, and are already implementing their growth strategies. However, for owners who have been misled to believe succession planning is just about the exit and retirement, you have some catch-up work in front of you.

In our first “Succession Palooza” series focused on Succession, Growth and Acquisitions, Dan Gavin with Bernstein Private Wealth Management, Michael Rosendahl with PCE Investment Bankers, and our very own succession planner, Loyd Rawls discusses how you can seek succession through business growth and acquisitions.

Topics include:

• Acquisition and Business Succession: Why You Must Have a Growth Mindset
• Growth Through Acquisition: Finances, Timelines, and Expectations
• Growing Your Business and Your Net-Worth
• Business Growth & Bench Strength
• Business Growth, Consolidation, and COVID
• Acquisition Done! Now What? Hitting the Ground Running After the Close
• Power Position: Building Cash or Equity: Creating Flexibility & Maximizing Opportunities
• Buying or Selling: Determining What Strategy is Best For You

For more resources on building a strong business and succession planning, visit www.seekingsuccession.com. And leverage our Succession Readiness Survey. A 7-minute investment in time will put you in an informed position of opportunities many business owners overlook impacting business value, growth, lifestyle, and ultimately achieving your vision.