Successful Succession Planning…Is the Future of Your Business Secure? by Peter Schaefer of New Direction Partners

WHO SHOULD ATTEND? CEO’s, owners, presidents and finance executives who influence strategy decisions.

One of the most often overlooked aspects of strategic planning is succession planning. When you are looking for an exit strategy, already to hand off the business to other family members and head for the beach, or face unforeseen circumstances, having a strong succession plan in place is critical. And it can take several years to execute on that succession plan. In this session, participants will learn about the key elements of the plan to successfully transfer leadership and ownership of a printing and packaging firm, typical timelines, and strategies for ensuring optimum valuation.

The program will focus on:

• Key elements of a succession plan.
• Exit strategy timelines.
• Leadership and Ownership changes.
• Ensuring bench strength.
• Valuation methods.

This webinar is presented by Graphic Arts Association and co-sponsored by Print & Graphic Communications Association.

Presented By: Peter Schaefer – Partner with New Direction Partners. Peter is an experienced dealmaker with thirty years of investment banking and valuation experience. He has closed more than one hundred transactions in virtually every segment of the printing and packaging industries as well as the sale of a $75 million helicopter company and a $10 million bread manufacturer. In addition, Peter has performed hundreds of valuations for ESOPs, estate and gift tax planning and strategic planning purposes.