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Upcoming ESOP Events

Seminars and Webcasts

Strategies for Liquidity & Ownership Transition - Irving, TX


September 16, 2010 -

Please join SES Advisors and Matheson Advisors for a full day seminar exclusively for the principals and leadership teams of architectural, engineering, construction and environmental consulting firms.

 

Selecting a succession or ownership transition strategy presents a complex combination of options. Planning can never come too soon, or be too carefully considered, particularly in a volatile and challenging economy.

 

Thursday, September 16, 2010

8:30 a.m. - 4:00 p.m.

 

Dallas/Fort Worth Airport Marriott

8440 Freeport Parkway

Irving, TX 75063

 

Presenters:

Bob Massengill - President, SES Advisors, Inc.

Colvin Matheson - Managing Director, Matheson Financial Advisors, Inc.

 

Program Highlights:

  • How to sell your firm tax-free
  • How to maintain control of your firm as you sell it
  • How to motivate your employees and increase their productivity
  • How to sell your firm in stages or all at once
  • How your firm is valued
  • What financing options are available in today's market

Registration is $150 per person and includes course materials, breakfast and lunch.

 

To register, please call Alice Simons at (888) 737-3767 or complete the registration form below. Once you submit the form, you will receive a confirmation page with a link to the payment form.