The Latest in Ownership Transition and Succession Planning

Apr 25, 2024 - 7:30 AM (MT) - Vectra Bank HQ 7222 E. Layton Ave. 6th Floor Denver, CO 80237
Hosted by Colorado, Denver, CO

About this Event

Event Parking Information: Free 3-hour parking on level 2 and plenty of free street parking available.

Why You Should Attend:

The construction industry faces a looming wave of ownership transitions as current leaders eye retirement. To ensure a smooth handover and business continuity, effective succession planning is crucial. This session will explore the latest trends in ownership transition, including best practices in the planning process.

3 CPE Learning Objectives:

  • Understand the critical factors driving successful ownership transition – including its key fundamentals, challenges, demographic realities, best practices, and valuation implications.  
  • Understand the primary options for long-term ownership transition in the construction industry and current trends in M&A / ownership transition.
  • Key questions business owners and leaders must address to begin the ownership transition and management succession planning process.

Featured Speakers

Matt Godwin

Managing Director, Financial Advisory Services | FMI Capital Advisors

Matt Godwin leads FMI’s Financial Advisory Services practice, which is focused on ownership transfer planning, business continuity, and valuation work, primarily for engineering and construction firms. He brings more than 20 years of experience in the financial services and capital markets industry, with a breadth of transition and valuation experience.

After beginning his career in public accounting at Arthur Andersen, Matt has largely spent his career in the financial services sector, previously working with FMI Capital Advisors and Wells Fargo Bank. Before joining FMI, Matt focused on the commercial and corporate banking industry at Wells Fargo, providing capital to growth-stage companies through large corporate entities.

Price

Members: $25.00
Non-members: $50.00

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