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IASourceLink Blog

Business Ownership Transition Seminars

Posted by Mike Hulme on Oct 14, 2015
Are you prepared for the inevitable?

Financial Resource Advisors will present two seminars on Business Ownership Transition in the next few weeks.

October 20th

November 5th

Both seminars will be held at the Sunnyside Country Club in Waterloo, Iowa. Business owners as well as potential stakeholders such as other business partners, spouse, or adult children are invited to attend.While all business owners are welcome and can get something of value out of this seminar, it is targeted to benefit those owners facing an ownership transition in the next 1-10 years. This is an introductory seminar about putting the puzzle pieces together to form the picture the business owner envisions, improve enterprise value, and create transition options for the future.

Maurie Casman, MBA CEPA, will be the guest speaker and he will highlight:
-Benefits of advance strategic planning for ownership transition
-Owner blind spots, risks to navigate, and business value inhibitors
-How a disciplined process can assess transition readiness, improve value and broaden options

The seminars are both free of charge.
Please RSVP at or by calling 319-232-6122

Mike Hulme, Chief Financial Officer, Financial Resource Advisors


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