The Tower Club
As any entrepreneur will tell you, building a successful business is difficult enough but establishing the management and systems required to enable the business to operate successfully without you is an extraordinary challenge. With that in mind, Human Capital Advisors, Odin Feldman & Pittleman and The McLean Group are presenting a seminar – “Successful Succession Planning: Retaining and Rewarding Key People (Including Yourself!)” – that addresses how to create a business that you can leave on your own terms. Whether you are an entrepreneur in your 1st or 31st year of running a business, this is a must-see panel that no business owner should miss. It’s never too late to start planning a successful succession.
Topics will include:
• Middle market companies’ unique succession challenges
• Building an effective management infrastructure
• Recognizing the critical importance of your business' human capital
• The founder’s changing roles
• Equity incentive plans
• Tax mitigation strategies
• Identifying and hiring the right people to ensure steady growth
• Retaining key personnel (a critical value driver)
• Developing a succession plan while continuing to grow your company
• Conveying ownership to family, charities or others, and
• Buy/Sell agreements.
Experienced panelists will address these questions and many more in a seminar oriented toward company c-level executives and owners.
The McLean Group
Principal, Co-Head, Technology Practice
Joe Golden, a Principal at The McLean Group, has worked with middle market businesses for more than 30 years, during which time he has been the founder, owner and president of four businesses. His recent transactions include advising eXMeritus in its sale to Boeing (NYSE: BA); JB&A in its sale to MCR; and Consolidated Safety Services in its acquisition of Dynamac Corporation. Washington Technology magazine named the eXMeritus acquisition one of its "Deals of The Year."
Odin, Feldman and Pittleman, PC
A CPA and attorney, Mr. Zell, has spent his legal, public accounting and business advisory career counseling clients in a broad range of industries, including technology and government contracting. He has been recognized among Virginia’s and DC’s “Legal Elite” in Virginia Business and SmartCEO magazines; is a frequent lecturer on estate and business planning topics; hosts the popular radio talk show, Blueprint for Wealth, and writes a monthly column for the Washington Business Journal.
Human Capital Advisors
Mr. Tydings was the Greater Washington Board of Trade’s President for 32 years. He currently is HEROES, Inc.’s Senior Vice President and Scholarship Committee Chair, and serves on the University of Maryland Foundation. Mr. Tydings is an honorary Doctorate of Public Service from The George Washington University, a previous Washingtonian of the Year, and is in the Washington Business Hall of Fame.
Human Capital Advisors
Ms. Leavelle has more than 20 years’ experience as a human resource executive at retail, finance, technology and telecommunications companies such as Verizon, VeriSign and worldweb.net, a start-up. Ms. Leavelle has served on boards and committees of the University of Virginia’s Darden School of Business, Northern Virginia Technology Council, and Fairfax County Public Schools. She also is an adjunct professor at George Mason University’s School of Management.
The McLean Group
Principal, McLean Valuation Services
Andy Smith is a Principal of The McLean Group and The McLean Valuation Services Group, The McLean Group’s business valuation practice, which performs business valuations for public and private companies for transaction, financial reporting, equity incentive, tax and estate planning purposes. He has broad experience in public accounting, investment banking and financial operations management. He advises numerous companies in designing and managing their equity incentive plans. Smart CEO Magazine named Mr. Smith one of Washington, DC’s "Top 50 CPAs." Mr. Smith also has been a designated expert witness in numerous court cases and has been an adjunct professor at George Mason University.
C-level executives and business owners
Contact Name: Katie Merchent