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construction financial management association chicago chapter

The Source and Resource for Construction Financial Professionals

Embedding Transition Planning into Strategic Planning

  • 2 Mar 2022
  • 7:30 AM - 9:30 AM
  • Gibson's Oak Brook


Registration is closed

A successful transition of any type can be challenging at the best of times. The first step must begin with an analysis of your company performance. Is your company in a prime state and ready for what you have planned? This program will review the steps to start laying the foundation today for the future of your business.  

Attendee Key Takeaways:

  1. The transition of a business is best thought of as a process and not an event.  We will review some of the key steps in that process.
  2. Good transitions involve parties beyond just the buyer and seller. Learn to identify the players involved in the process and how to seamlessly integrate them.
  3. Transition planning can be intimidating to many business owners. We will review some things that typically hinder transition planning and how to avoid them. 

Speaker: Brian Goodhart, Director at Wipfli

Brian Goodhart leads Wipfli’s business transition group, specializing in transition and succession planning for business owners. Leveraging over 20 years of experience, he assists clients in making sound decisions as they navigate the growth and perpetuation of their business. Brian has a wide array of financial and consulting experience across multiple industries.

The bulk of his experience has been with small, rapidly growing firms and firms experiencing financial or management distress. Time spent working closely with the management of such firms has provided him with unique exposure to a diverse set of business problems and opportunities. He has worked extensively in industries such as construction, real estate, manufacturing, technology, finance, agriculture and many others.

This program will be available to view by livestream. Select the option during registration. Please note, CPE is not available to livestream attendees.

Call Us
Office: 312-324-0223

20960 S. Frankfort Square Road, Suite B
Frankfort, IL 60423

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