Succession Planning

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 Get More, Keep More, Have More – Planning for growth, evolution and success(ion) of your business

 “Without a succession plan, the business is like a rudderless ship. Succession planning engages all the stakeholders to ensure the future of the company, even after the current ownership group has exited.” DAVE BENSEMA, BMO WEALTH MANAGEMENT

Wednesday, October 24, 2018
6:00 pm networking & optional dinner*   6:30-8:00pm workshop presentation
South Suburban College, Oak Forest Center, 16333 S. Kilbourn, Oak Forest IL

Free to paid-up members of SSSBA;  $10 others  

Topics to be covered:

  • Do you have a business or an income stream?
  • Identifying key people and processes
  • Identifying your goals for yourself and for your business
  • Setting goals for a business exit – when everything goes right
  • Planning for Contingencies – when things go wrong

*Bring your own dinner or order your dinner ahead from Lynnie Ques
3249 Glenwood Lansing Rd, Lansing, IL 60438
Call 708-474-7837 (pay w/ credit card at time of order)
Your choice of Ham  & Pepper jack Cheese Sandwich, Brisket Sandwich, Grilled Chicken Breast Salad w/corn & black bean Salsa topped w/onion straws, or Salmon Salad (all include baked beans & cole slaw) $11 delivered to workshop
(dinners must be ordered by 5pm on Friday, October 19)

Click here to register

About our Presenter:     

   Dave Bensema     DAVE BENSEMA is regional director of wealth planning with BMO Wealth Management, which has an active presence across, the United States, Canada, EMEA and Asia. For 27 years, he has advised clients in areas of investments, real estate, business succession, estate planning, income tax planning and risk management. He believes in a collaborative approach of working closely with specialists both internally and externally to develop, evaluate and deliver creative solutions to maximize value for successful families, business owners and executives.

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