Indianapolis Chapter Event: Discover How You, As An Advisor, Can Help You Client With Their Journey To Finish Strong Gracefully

Registration

Registration $20

 Registration

 

Joint Meeting with ACG Indiana

 

Overviewdivider

Discover How You, As An Advisor, Can Help You Client With Their Journey To Finish Strong Gracefully

Gordon Bell’s holistic management approach to building shareholder value over the long-haul and derisking the business at the same time. He has developed this approach utilizing the basic principles from The Exit Planning Institute and combining them with strategic planning techniques as well as systems and procedures to optimize the functional areas of a business by working with the owner and the Senior Leadership Team.

Learning Objectives:

  • Communication with Leadership
  • Proven techniques to grow value
  • Wisdom from many transactions guiding business sellers

Presenterdivider

Gordon Bell

Gordon Bell brings a wealth of knowledge to the table. After working in the trenches in the corporate world for many years and as a 5-time CEO, he founded The Midland Group in Fort Wayne, Indiana. He became a  certified exit planner in 2009 and was named Exit Planner of the Year in 2016 by the internationally recognized Exit Planning  Institute. His accomplishments and contributions span across many areas of expertise. He serves as an advisor to owners, CEOs, and stakeholders on joint ventures,  private equity, ESOPs and IPO exit strategies, and has worked on more than 75 buy-side and sell-side transactions and conducted business in 54 countries.

 

Thank you to our partners at UBS Financial Services Inc. for sponsoring this event.


Continuing Educationdivider

 

CEPAs receive 1 CE credit

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