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Exit Planning Event: Planning for the Succession of Your Company

09/09/2020 Beth Vice & Keith Carlson

Though most companies will go through an ownership transition in their lifetime, not all exit strategies are the same. The options available to business owners, employees, and advisory boards are plentiful. However, which option is best for your company?

Join us Wednesday, September 9th for our free presentation outlining best practices for developing an optimal exit plan for your business. There will be 2 panels of experts; advisory team experts as well as businesses that have undergone recent ownership transactions. Our advisory panel will include representatives from Huntington Bank, ComStock Advisors, and VonLehman CPA & Advisory Firm. These panelists will help shed light on the various transaction options for business owners. Additionally, we will have representatives from three businesses who will speak on their process, what they wish they knew, life after a transaction, and more.

Learning Objectives:

  • Sale transaction options for business owners
  • Pros and cons of the various sale transaction options
  • What to look for in your business and planning for the future
  • Best practices, pros/cons, and the process of a sale transaction
  • Explanation of liquidity options – ESOP, management buyout, majority sale, etc.


10:30 am – Welcome (VonLehman CPA & Advisory Firm and Huntington Bank)
10:45 am – Business Representative Panel – Moderated by Josh Ruth, Huntington Bank

  • Casey Flick – Controller, Edelmann Provision Company
  • Jim Wilz – Board Director/Former CEO Sur-Seal
  • Dan Magarian – Co-Founder & Partner, Roebling Capital Partners

11:15 am – Business Advisory Panel – Moderated by Beth Vice, VonLehman CPA & Advisory Firm

  • Kevin Ward – Senior Vice President – Middle Market Commercial Banking, Huntington Bank
  • Lori Wilhelmy – Director, ComStock Advisors
  • Keith Carlson –Director of M&A Advisory Services, VonLehman CPA & Advisory Firm

11:45 am – Conclusion of Event

Event Details

Date & Time

09/09/2020, 10:30 am - 11:45 am


Virtual Event

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