Webinar Series
Passing the Baton: Taking the Mystery Out of Succession Planning

December 12th, 2018 / 10am 11am PST

Overview:

The Partners Groups welcomes FMI to this webinar series. Session 1 will introduce attendees to the options available for company owners and leaders for transferring ownership of their business. We will discuss both external and internal options including topics such as the current M&A market, valuation, employee stock ownership plans (ESOPs) and other stock transfer techniques.
 
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Subsequent webinars in this series include: 
 
Part 2 – December 19th, 2018 / 10 am to 11 am PST- Succession Management. Register here
 
Part 3 – January 3rd, 2018 / 10 am to 11 am PST – Personal Leader/Emotional. Register here
 
Join a happy hour to meet the FMI and TPG Teams – January 22nd, 2019 / 3:30 pm to 5:30 pm PST, The Harvest Wine Bar, Lake Oswego, OR.

 

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Presented by:

 
Presented by-
Matthew Drake, Director, FMI Capital Advisors
Matt Drake is a Director with FMI Capital Advisors, FMI’s registered investment banking subsidiary.