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Neighbor News

Innovative Equity Strategies Presents Two Free, Exclusive Business Owner Workshops

Are you a business owner struggling with business transition or succession planning questions or concerns?

Then, you’re not going to want to miss these two important events for Business Owners from Innovative Equity Strategies — Building a Transferable Business & Next Gen Leadership Program for Internal Transitions! See below for details.

Building a Transferable Business

Saturday, February 28, 2015, 8 AM to 10 AM, Ferncroft Country Club, Middleton, MA

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  • How dependent is your business on you?
  • Is your current level of business growth adequate to provide financially for your future?
  • Would you benefit from identifying a strategy to free the wealth tied up in the illiquid value of your business?
  • Do you know how to maximize the value of your business?

This program will teach you how to build a transferable business that will be your ticket to financial independence.

Register here: https://www.eventbrite.com/e/building-a-transferable-business-tickets-15696933952

Find out what's happening in North Readingfor free with the latest updates from Patch.

Next Gen Leadership Program for Internal Transitions

Saturday, March 7, 2015, 8 AM to 10 AM, Ferncroft Country Club, Middleton, MA

  • Have you identified your next in line? Are you selling or transferring your business to a family member or a key employee?
  • Is your successor(s) ready to take over all aspects of running the business?
  • Are you confident that the transition will not disrupt or hurt the business?

This workshop can shed some light and provide a path for a successful transition. You can sample a Next Gen Leadership Class at this interactive workshop designed for the current owner and their successor(s). Ensure your transition is smooth and complete!

Register here: https://www.eventbrite.com/e/next-gen-leadership-program-for-internal-transitions-tickets-15650825039

Innovative Equity Strategies (IES) was founded by Stephen Vesey of Vesey and Weeks PC and Jane Johnson of Richardson- Mauro & Johnson, Inc. with the purpose of providing clients with full-service transition and exit planning resources. We empower business owners to secure their futures by providing a roadmap for the eventual transition from their businesses. Through our collaborative process, we help owners clarify options and make informed decisions to achieve their financial and personal goals, success in business, and emotional well-being. We have the expertise to not only create the plan, but help you execute it. Contact IES to inquire about our educational webinar series and learn how we can help you sell or transition the ownership of your business to your family or employees.

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