November 2, 2017

"The best marketing plan is a clear message. If you confuse, you'll lose."

Evan Owens, Founder of ClarityGuides.com

Most organizations waste an enormous amount of money on marketing. When it comes to talking about their businesses, many people are so close to their products or services they don’t know where to start. They spend money on things that look great, but don't deliver growth.

Evan has a proven framework that will help you tell your story in a way that people listen and respond.


October 5, 2017

"Effectively Leading Millennials in Today’s Workplace"

Trevor Gormley, Founder The Millennial View

Our Mission-Bridging the gap

The world is changing. The way both employees and consumer interact with companies is vastly different than even ten years ago. At Millennial View, we understand these changes and want to help your businesses stay ahead of the curve. Empowering and engaging young people will set your business up for success both now and in the future. At Millennial View, we dive deep into your processes and assess your current management and marketing strategies to better position your business for the incoming millennial employee and consumer.  


September 7, 2017

All in the Family & More: Sharing Value of your Company with Key Employees

James Bristol & Sean Sullivan, Waller Lansden Dortch & Davis Law Firm

In today’s challenging marketplace, family-owned businesses must often compete with larger companies and publicly traded corporations to attract and retain key members of their management teams. Increasingly, family business owners are considering the use of equity in lieu of high salaries to reward critical employees and ensure their continuing loyalty.

At this informative program, experienced business professionals will discuss ways to

incent and award key employees who may or may not be family members. Attendees will learn how tools like equity compensation, employee stock ownership plans, stock appreciation rights, buy-sell agreements, transaction bonus plans and others can be used to respond to planned and unplanned occurrences that affect succession and ownership in family businesses of all sizes and various ownership types.

What You Will Learn:

  • Key questions for the business owner
  • Incentive choices for key employees
  • The process: What should you expect?
  • Communicating your objectives with awards

August 23, 2017

“Structure and Funding Options for Successful Generational Transition: Using Buy Sell Agreements”

Dana Holmes, 2nd Generation Capital LLC

This discussion will focus on considerations for a business owner who wants to sell ownership to the next generation. A buy-sell agreement can help make this a controlled, managed business transaction – everyone knows the plan, so internal family strife is held to a minimum. How can a buy-sell agreement be structured and funded for this “in the family” transaction?

Timing dictates structure – is this a transfer that happens when the business owner dies or is disabled – which can be funded by key man life insurance, for example; OR does the business owner want to transfer control to the next generation now, but wants the pricing to continue to provide income for his/her retirement – an alternative that may involve self-cancelling promissory notes, a private annuity, or profit share mechanisms? These options may allow the business itself to provide funding for the transaction – so no third-party debt is incurred.

Active involvement dictates structure – how long will the business owner still be actively involved in the management of the business? When does the next generation take operating control? Is the buy-sell triggered in stages? Does equity ownership pass before voting control?

Tax planning dictates structure – should the transfer be accomplished through a trust structure (grantor trust or GRAT) to minimize tax on the transfer?

 

 

August 3, 2017

“How to Envision Your Most Successful Exit”

Gary Rzucidlo, BNY Mellon Wealth Management 

A study commissioned by Gary Rzucidlo and BNY Mellon in conjunction with Vanderbilt’s Owen School of Management highlights closely held business owners lack of readiness to transition their business.

Recent studies show as high as 50% of transitions are unplanned due to death, disability, divorce, distress or disagreements leaving behind many succession issues for the family to figure out. The presentation will focus on areas of opportunities and offer tips from experience regardless of transition options one might be considering such family, employees or third party.

 

 

June 1, 2017

“Multiple Brands, Shared Values, Genuine Hospitality”

Matt Bodnar, Fresh Hospitality

Matt Bodnar, named to Forbes “30 Under 30”, called a “Rising Restaurateur Star” by the National Restaurant Association and a “Strategy Pro” by Restaurant Hospitality Magazine, is a partner at early stage investment firm Fresh Hospitality. Bodnar joined Fresh in 2011 after several years at Goldman Sachs. He sourced and lead the firm’s investment in I Love Juice Bar, vertical farming startup Square Roots, Vui’s Kitchen, Grilled Cheeserie, and several more deals. Bodnar is a board member and works closely with a number of portfolio companies including Tazikis, I Love Juice Bar, Martins BBQ, Octane Coffee, and Fresh Technology. Bodnar is also the co-founder of Fresh Capital, which focuses on commercial real estate investing and development