Insider Transfers

WEST MICHIGAN CHAPTER EVENT

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Insider Transfers

Many business owners assume that key employees or family members do not have the resources or ability to complete a successful acquisition.  As a result, they never fully consider a viable exit strategy that has many advantages and can produce a superior outcome over selling to an external third party.   Through numerous real world examples, participants will learn the ingredients of a successful insider transfer and many of the strategies and tools that can be used to ensure a successful outcome that mitigates risk for outgoing owners.   

Learning Objectives:

  • How to recognize opportunities for successful transfers
  • Learn primary strategies and tools for transferring ownership to insiders while mitigating risks for selling owners
  • Identify and anticipate typical challenges in insider transfers and how to overcome them.
  • Understand how an owner’s advisory team can best support an insider transfer

About the Presenter:

Learn from industry expert Mark Andresky, CExP, CEPA, ABI, CBI, MAMI.

Meet the Presenter

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This meeting will be held virtually through Zoom.

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI West Michigan Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIGrandRapids.org

About the Presenter

Mark Andresky, CExP, CEPA, ABI, CBI, MAMI

Mark Andresky, CExP, CEPA, ABI, CBI, MAMI

Meet Mark Andresky, CExP, CEPA, CBI, M&AMI:

Mark Andresky, CExP, CEPA, CBI, M&A is a Principal with Performance Business Advisors, LLC. He concentrates his practice on helping business owners throughout the state of Michigan increase their personal and business wealth through comprehensive transition planning and mergers, acquisitions, and divestitures. He is a Certified Exit Planner, Certified Business Intermediary, Mergers & Acquisitions Master Intermediary, Business Appraiser, and Licensed Associate Real Estate Broker. 

Mark is the Past-President of the West Michigan Chapter of the Michigan Business Brokers Association, a Director of its state Board, and an active member of the Exit Planning Institute, International Business Brokers Association, M&A Source, International Society of Business Appraisers, and Business Enterprise Institute. 

Mark is a member of Christ Episcopal Church in Charlevoix, MI where he serves as the Treasurer and chairs the Endowment and Finance Committees. He is an Assistant District Governor and Trainer for Rotary District 6290, Past President of the Charlevoix Rotary Club, and serves on his club’s Board of Directors and as the club’s Rotary Foundation Chair. He was a Rotary Ambassadorial Scholar, studying in Strasbourg, France in 1988 – 89. 

Mark earned his Bachelor of Arts degree summa cum laude from Washington and Jefferson College. He writes and speaks regularly throughout the country on a variety of transition planning, business valuation, and real estate topics. 

Want more exit planning education?

www.EPISeminars.com