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You are invited to join us at our next Business Owner Workshop on May 18th.  These Workshops, sponsored by Commerce Bank and Corporate Performance Group, provide ideas to help Tulsa area business owners accelerate the growth and profitability of their companies – and the Workshops are FREE.

Workshop Topic: How do You Retire When You Own the Company?   

Learn:

More than 50% of private company sales or liquidations are driven by unplanned events – including incapacity, death or other life events. Studies have found that 75% or more of a business owner’s net worth is in their business – but 85% of small and mid-sized business owners do not have a succession or ownership transition plan in place.

Retiring is never easy – but it’s even more difficult when you own the company. Even if you plan to run your business for another 10 years before you retire, you should start preparing for the day when you leave your business – either on a planned or unplanned basis.  In this workshop, you will learn what you should be doing now to ensure the ongoing success of your business and to achieve your personal and financial objectives when you are ready to sell or transition ownership of your business.

If you own a business and you are beginning to think about retirement, you should attend this workshop.

Workshop Leaders:

Ben Herrig is Senior Vice President and Market Executive at the Commerce Trust Company.  Ben helps individuals and families meet their financial goals by using resources available at The Commerce Trust Company to build a comprehensive financial plan that coordinates investment management, estate planning, private banking and more.

George Foldesy is a Vice President and Senior Portfolio Manager at the Commerce Trust Company.  George helps individuals, families, and institutions meet their investment goals by using the resources available at The Commerce Trust Company to assess, construct, evaluate, and adjust investment portfolios based on changing market and life circumstances.   

Bruce Skaistis is a Partner with Corporate Performance Group and Managing Director of Kingsbridge Capital Partners. Building on more than 40 years of management, entrepreneurial, consulting and M&A experience, Bruce specializes in helping business owners improve the performance and maximize the value of their companies and providing M&A support to sell, buy and recapitalize companies.      

Participation is free but seats are limited.

Wednesday, May 18th - Breakfast starting at 7:30 am

 Workshop from 8:00 am to 9:30 am

Commerce Bank Conference Room, 7th FloorPark Tower at 5314 S Yale

Tulsa, OK  74135

Click here to register for the event: 


 

Business Owner Workshops for Tulsa Area Business Owners are brought to you by:





 

 
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