In an effort to provide succession planning information and resources to business owners, Advance Iowa will be hosting a monthly webinar series throughout 2018 to help small and medium businesses start the succession planning process. Each webinar will be free and held for one hour from 12:00 - 1:00 p.m. Scroll down to the bottom to catch up on past webinars.


Considering Buy-Sell Agreements

Thursday, February 22, 2018
12:00 - 1:00 p.m.

Join the Advance Iowa Team and Drew Larson from BrownWinick for our first Brown Winick Logosuccession planning webinar of the year. Learn about the complexities and common mistakes that occur with buy/sell agreements, and what you should know if you're considering it as an option for succession. Make sure to bring your questions and we'll be sure to get you an answer!

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6 Important Questions to Think About in a Buy/Sell Agreement:

  1. What is your goal?
  2. What are possible sales triggers?
  3. Who are potential buyers?
  4. How do I tackle pricing and valuation?
  5. How will I fund the buyout?
  6. What are the tax implications?

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Motivation: Workers Incentive Compensation Tools

Wednesday, March 28, 2018
12:00 - 1:00 p.m.

Scott Sernett from SJS Consulting will be joining us as we continue the 2018 Succession Planning Webinar Series. For any potential buyer, ensuring key employees stay with the company during a transition is a major issue. In this webinar, you'll learn ways to create "golden handcuffs" to help keep your best talent from walking out the door during this time.

You'll learn more about:

  • Equity compensation arrangements
  • Bonus plans
  • Phantom stock
  • Non-qualified deferred compensation plans
  • Stock appreciation rights - pseudo equity
  • Non-voting stock

link to webinar registration

Financing a Key Employee 

April 2018
12:00 - 1:00 p.m.

For many business owners looking at possible buyers for their firms, key employees are at the top of the list. They know the employees, the customers, the competition, and other key facets of the business. They are often a key reason why the business has been successful in the first place. It only makes sense to sell to an insider (key employee) if possible. Yet, often these employees face one unpleasant hurdle - they have very few assets to leverage in the purchase of a business.  
Our April Webinar will feature Kirk Yung and Gary Lorenz with Great Western Bank.  They will discuss options for developing a financing package that can turn your key employees into potential buyers of your firm.

Keeping it in the Family - Family Business Succession 

Wednesday, May 23, 2018
12:00 - 1:00 p.m.

Agri-Industrial Plastics was founded in 1978 as a family-owned custom industrial blow molding manufacturer in Fairfield, IA. The business has gone through a family business succession when Lori Shaefer-Weaton became CEO. In May's webinar, Shaefer-Weaton will share with us how they were able to successfully make the transition from first generation to second generation, as well as the challenges and opportunities that arose as a result.

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Wealth and Value Building in your Business 

Wednesday, September 19, 2018
12:00 - 1:00 p.m.

Companies that are able to impact seven value drivers are able to multiply the wealth and value of their business. This is instrumental in creating transitional options and building owner wealth. In this webinar, join Advance Iowa as we welcome Paul Kinghorn, Director of UNI's Center for Business Growth and Innovation, to learn what the seven value drivers are and how you can apply them to your unique business.

Family Succession...Transitioning with Gap Leadership 

Tuesday, October 23, 2018
12:00 - 1:00 p.m.

Generational transition does not always happen like clockwork. Sometimes there is a gap in ages, stages, and available transitions in the process. This month, Mark Hanawalt, President at United Equipment Accessories in Waverly, IA, will be sharing how his company handled this and bridged the gap.


ESOP Ins & Outs 

November 2018
12:00 - 1:00 p.m.

Employee stock ownership plans (ESOPs) can be a great exit planning vehicle for many small/medium-sized firms. The State of Iowa has set up many advantages to make ESOPs an appealing option. We're excited to have Greg Weber, Senior Vice President of BCC Advisers, join us on this webinar focused entirely on ESOPs.

You'll Learn

  • Overview of ESOP process
  • Advantages of ESOPs
  • Key concepts
  • Tax treatment
  • Fees
  • Situations where an ESOP is a great fit
  • Firsthand experience from a company owner


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