Business Succession Planning

7:30 AM

100% of all business owners eventually leave their business.
Only 30% of all family owned businesses survive into the second generation.
What would you like your professional, financial, and personal legacy to be?
Join us to learn about business transition and exit planning and what you can start doing now to better prepare yourself for this vital phase of your life.
We will begin with a broad overview of the essential elements of exit planning and the importance of a collaborative approach. Then we will discuss the components of a master plan, sample succession scenarios, and how to increase the value of your business.

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Please join us for this complimentary seminar and breakfast!
Thursday, November 9, 2017
7:30 - 7:50 a.m. - Breakfast and Networking Time
7:50 - 8:50 a.m. - Welcome Remarks and Presentation
8:50 - 9:00 a.m. - Questions / Close
As always, the room will be available until 10:00 for those who would like to stay and network informally.
Don’t forget about our resource table, where you are
welcome to display materials/information about your business.
Courtyard by Marriott -10 Morgan Drive, Lebanon, NH
Please RSVP to Sarah Salo by November 1st or 603.640.2665
Space will be limited - Reserve your seat today!

The program will be presented by Fred Wainwright, Ledyard Financial Advisors’ Senior Investment Strategist and Jason Achmoody, Ledyard Bank’s Commercial Relationship Manager.

Fred Wainwright - Fred joined Ledyard Financial Advisors in February 2012 as Senior Investment Strategist and has over 20 years of experience in investment decision making, strategic consulting and business development. In addition to advising clients and their families Fred manages Ledyard’s socially responsible investing strategy. Fred is a member of the CFA Institute and is a graduate of Stanford University and the Tuck School of Business at Dartmouth, where he taught courses to MBAs and business owners.

Jason Achmoody - Jason is a Commercial Banking Relationship Manager at Ledyard National Bank and lifelong learner with extensive experience in business analysis, creative problem solving, relationship dynamics, and proactive leadership. Jason enjoys managing a diverse commercial loan portfolio with numerous long term relationships. He has assisted both small and large companies through the sale and acquisition process and recently became a Certified Exit Planning Advisor (CEPA). Jason has a Bachelor of Science in Business Administration/ Finance and holds the Certified Commercial Loan Officer (CCLO) designation.