Seminar: Decisive Moments - Navigating the Business Lifecycle with Smart Choices

October 17, 2024| 11:30am - 1pm
Location: ABA Office
2552 W. Erie Dr. Suite 106, Tempe, AZ 85282

ABA Member: $80-
Non-Members: $160-

Includes Lunch

PROGRAM OVERVIEW

Delve into the hypothetical journey of a contractor, exploring key stages from inception to ownership transition.

Topics will include:

  • Fostering growth from day one - building crucial relationships with banks, bonding/insurance professionals, and CPAs.
  • Navigating growth, mitigating risks, and ensuring sustained success - incorporating captive management, key man life insurance, bond capacity growth, and internal best practices.
  • Planning for continuity and ownership transition - outlining steps and approaches beneficial for the operation, former ownership, and new ownership.

**This presentation is tailored for company owners and CFOs, providing valuable insights into strategic decision-making throughout the business lifecycle.**

panel speakers

Pat Hedges
Partner
Constructors Bonding, Inc.

Joe Laux
Owner
Silver Hawk Financial

Frank Caputo
Partner
Wealthpoint

Eddie Wunderer
Risk Management Consultant
Oxford

Moderator


Chrystal Hedges
Partner
Constructors Bonding, Inc.


Select

ABA Members$80.00
Non-Members$160.00
2024 LDF/ELF Student
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