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Upcoming Events


May

18

Who Can Afford to Buy My Company?
» 12:00-1:00pm | Virtual

Iowa is facing the looming retirement of thousands of business owners. How do we help these businesses stay viable through the introduction of new leadership?  Employees of the company are a great buyer option as they will often keep things local, preserve the employment base, culture, and support of the community. What tools are available to assist employees as potential buyers?  

 

Join us on Tuesday, May 18th at noon. During this 45-minute webinar Daniel Beenken and Patrick Luensmann will explore the benefits of business succession to employees and the pros of employee ownership. We'll take a look at traditional bank financing, ESOP's and worker coops as strategies to consider in an employer-employee succession plan.

 

Click here to register!

May

19

Worker Co-op Information
» 12:00-1:00pm | Virtual

If business succession planning is on your mind, join us for a webinar to discuss an option you might not have considered - selling your business to a broad base of your employees, also known as a “worker co-op”. We will discuss how you can make a plan that maximizes your financial return, maintains your business legacy, protects the jobs that you have worked hard to create and rewards your employees in a transition.

This webinar will provide effective practices for guiding a company through the conversion process, offer tools and templates, discuss the benefits and impact of conversion to worker ownership, and lay out the next steps necessary to consider a worker co-op transition for your business. Participants will have the opportunity to learn from leaders in the field and gain a better understanding of what a worker co-op is and how it might be a succession planning solution for you.

Click here to register!

May

21

Getting Started with Governance
» 8am – 10am | LIVE & Streaming

This session is geared toward family businesses in the early stages of establishing basic governance, policies, and structure for communication and decision making. We will be joined by Erik Kesting, Director of E Ritter & Co. and family business consultant Tom Hubler of Hubler for Family Business.

Some of the topics we will cover include:
Understanding family governance and its benefits.
Determining what options might fit your family’s needs.
Deciding who should participate and in what role.
Using charters, ground rules, and policies

After this session, you will have the essential tools to begin building the framework for your family’s governance structure while strengthening your family and your business.

Jun

17

Join Compensation Advisory Partners (CAP), Bonnie Schindler, as she discusses the first-ever Family Business Executive Compensation Survey that was conducted in 2020.  Family businesses of all sizes were surveyed to collect data on the executive compensation levels at family companies and to understand the pay practices unique to these businesses.  Responses from more than 300 family-owned businesses representing a broad range of revenue sizes and industries.  Schindler will discuss key findings and answer questions.  

 

Jul

13

Worker Co-op Information
» 12:00-1:00pm | Virtual

If business succession planning is on your mind, join us for a webinar to discuss an option you might not have considered - selling your business to a broad base of your employees, also known as a “worker co-op”. We will discuss how you can make a plan that maximizes your financial return, maintains your business legacy, protects the jobs that you have worked hard to create and rewards your employees in a transition.

This webinar will provide effective practices for guiding a company through the conversion process, offer tools and templates, discuss the benefits and impact of conversion to worker ownership, and lay out the next steps necessary to consider a worker co-op transition for your business. Participants will have the opportunity to learn from leaders in the field and gain a better understanding of what a worker co-op is and how it might be a succession planning solution for you.

Click here to register!