In partnership with Customized HR Solutions, Eide Bailly, ForbesMA and Principal.
October 25-26, 2018
Set your business up for success. Start planning. At this two-day event, we'll cover a range of topics.
On both days you’ll have the opportunity to engage in one-on-one sessions with ownership transfer and succession planning consultants. View the program schedule.
Mergers and Acquisitions Overview
Transitioning Your Business Utilizing an ESOP
Evaluating Your Leadership Pipeline
Incentive Compensation and Ownership Transition
Techniques for Transferring Ownership
2018 Tax Law Changes and Impact to Owners
Overview of Succession Management
Action Planning and Conclusion
Practical guidance you can really use
The event concludes with a key action planning session: together we'll identify specific, actionable items for when you return to your company.
The fee for the conference is $1,950. For each additional person from your company, the fee is $,1000.
This includes breakfast and lunch on both days, plus dinner on October 25. You can bring guests to the October 25 dinner for $100 per person.
How to register
To register, just fill in the form on this page. We'll email you an invoice.
The Westin Phoenix Downtown
333 N Central Ave.
Phoenix AZ 85004
Rooms are $249 per night (October 24-26)
Book online now or call (602) 429-3500 and ask for the Sibson Consulting rate.
Registration Cancellation Policy
Fifty percent (50%) of the registration fee will be forfeited for cancellations received after September 25.
For cancellations after October 15, all conference fees will be forfeited.
Cancellation requests must be sent by e-mail to Chelsea Guagliardo.
If you have any questions please contact Chelsea Guagliardo or call (212) 251-5269.
Need ownership transfer guidance?
Set up your business for future success. Sibson professionals are experienced in developing succession plans that maximize your legacy.