Providing Informed Guidance In The Creation, Conservation And Distribution Of Estates.
Log in

Transition of Family Business

  • March 06, 2019
  • 7:15 AM - 9:00 AM (CST)
  • Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523

Registration

  • Please note that guests may attend two meetings per lifetime, and then must join as members.
  • Sponsors receive one complimentary breakfast.  Other members of your group can attend at $35 per guest. - Code Required

Register

Speaker: H. Barry Goodman, CPA, SVA
Topic:  Transition of Family Business - Perils, Value Drivers and Killers

Presentation Overview:  TBA

Speaker Biography:

H. Barry Goodman, CPA 

Barry grew up in a business owning family but chose not to go into the family business. He became a Certified Public Accountant and owned his own CPA firm for over 15 years. He then did his own transition to be a partner in a firm that grew to become one of the most successful middle market CPA firms in Chicago. He gained a reputation for his insights into a business’ strengths and challenges and identifying what could hold it back or push it to the next level. The lessons learned from the business owning families Barry served, enabled him to gain a reputation for recognizing a business’ strengths and challenges and identifying what could hold it back or push it to the next level. Seeing business owners make good and poor business and transition choices, made Barry realize that he had a passion for families-in-business, and decided to focus his expertise and hands-on experience on a disciplined approach and process tailored to families and non-family stakeholders.

Barry then decided to focus the expertise he developed and hands-on experienced and formed Birkdale Transition Partners LLC. In 2017 Birkdale merged to form SVA Value Accelerators, a national consulting firm that solely works with closely held businesses to successfully transition their business, enhance value and achieve desired outcomes.

Thank you to our Sponsor


Additional Details:

- Networking begins at 7:15 a.m.
- Breakfast served at 7:30 a.m.
- Speaker Presentation at 8:00 a.m.
- Meeting concludes at 9:00 a.m.

DuPage County Estate Planning Council | P.O. Box 3217 Oak Brook, IL  60522
Tel.  708.338.0760 | Fax. 708.401.0360 | dpcepc@navandassoc.com

© Copyright 2017 DuPage County Estate Planning Council | All Rights Reserved

Powered by Wild Apricot Membership Software