Exit Strategies for Business Owners
November 13, 2017: 6:15 PM - 9:00 PM
A panel of financial advisors discuss effective approaches for selling a privately held business
National Louis University
850 Warrenville Rd.
Google Map to Venue
Pricing Up to 11/7/17
Chicago Booth Alumni/Student - $15
Entrepreneurial Roundtable Members - $15
General Public - $20
Pricing After 11/7/17
Chicago Booth Alumni/Student - $20
Entrepreneurial Roundtable Member - $20
General Public - $25
Price Increases After 11/7/17. Walk-in registration after deadline allowed as space is available. Registration cancellations will be accepted until 11/8/17 at 5:00 PM, afterwards no refunds.
Greg Gocek, '85, ER Chairman
Presentation with opening reception: November 13, 2017, 6:15-9:00 P.M.Sponsor: Chicago Booth Entrepreneurial Roundtable, West Suburban Chapter
Location: National Louis University, 850 Warrenville Road, Lisle, IL
Google Map to Venue
Appropriate for the fall season, a conversation with a farmer would likely yield the opinion that a good crop doesn't mean much until it is fully harvested and sold. Similarly for a business owner, while not the object for daily attention, a critical part for a comprehensive organizational plan is intelligent direction on change of control to a successor.
This month will feature two knowledgeable business advisors to discuss effective exit strategies from a successful business. The pros and cons of possible transaction structures, and the methods for optimizing enterprise value prior to sale, will be covered. And beyond these financial issues, they will describe the emotional, qualitative concerns a business sale will have for owners, their families and key employees.
, '85 (Moderator)
Chairman, Entrepreneurial Roundtable
President, Executive Capital Resources
Jeffrey founded his firm in 2002 after managing the life insurance practice at Mesirow Financial. He focuses on helping business owners create legacies, build wealth, and set enterprise continuity and succession plans. A frequent speaker/writer on insurance issues, he is a chartered life underwriter (CLU) and life member of the Million Dollar Roundtable. He is a graduate of the University of Wisconsin.
Benefits Consultant, Brokerage Resources, Inc
Jim has served small business as a financial planning consultant for over 20 years, advising on employee benefits, trust management and a variety of issues relevant to owners. A volunteer leader of a benefits consulting professional society, he is also active in community service such as via the Guitar for Vets Foundation. He earned his bachelor’s degree at U. of Louisville followed by graduate work at UChicago.