Start Your Succession Planning Now
HELPING YOU BUILD A BETTER BOTTOM LINE Construction Financial Management Association
Start Your Succession Planning Now Thursday, April 23, 2015 (12:00 PM – 1:30 PM) Marriott, Rancho Cordova 11211 Point East Dr., Rancho Cordova, CA 95742 TO BE DISCUSSED: FEATURED SPEAKER:
Succession Planning is an integral part of every company’s strategic plan whether you are a family owned or larger company. The future of your company depends on how well your company’s succession plan fits your circumstance. What is your current exit strategy? Is your company in the position to attract new Ownership or successfully transition into a change of leadership? How much are you relying on assumption rather than facts? Join us as our industry expert discusses how to assess how ready your company is for a succession and what areas need to be explored in preparation when the time comes. • How to determine what your business is really worth • What can you do to improve your organization
• Examples of leveraged buy-out • Exceptions to consider when valuating your business
Skirt steak
with cherry tomatoes, blue cheese, red onions, avocados & roasted potatoes
READY TO REGISTER?
http://cafe.cfma.org/sacramentoca/events
BFBA-Brown Fink Boyce & Astle, LLP www.bfba.com Craig Boyce is an auditing and accounting partner who has been with BFBA since its inception. His primary responsibilities involve oversight of client audits, reviews, and other accounting-related services. His particular area of industry specialization is construction. Craig has developed a niche in succession planning and has assisted dozens of construction companies develop a successful strategy for business continuation through ownership transition or through business acquisitions and mergers.
• Options for deferred compensation
LUNCH WILL BE SERVED:
Craig Boyce Audit Partner
REGULAR INDIVIDUAL MEMBERS NON-MEMBERS
$ 50 $ 60
AT THE DOOR INDIVIDUAL MEMBERS NON-MEMBERS
$ 60 $ 70
Questions or cancellations? Please contact Erin Stacher: (P) (916) 251-4723 • (F): (916) 244-0413 (E) [email protected]
Visit us on online http://cafe.cfma.org/SacramentoCA
Professional Certifications & Affiliations • Certified Public Accountant • American Institute of Certified Public Accountants • California Society of Certified Public Accountants Education B.S. in Accounting
HELPING YOU BUILD A BETTER BOTTOM LINE Construction Financial Management Association
BRAIN STORMING & PROBLEM SOLVING
PROFESSIONAL ADVANCEMENT
Have a difficult insurance, personnel, or job costing problem? Don’t reinvent the wheel — use the real world experience of other CFMA members! You know how tough it is to be a team of one, so call on the vast experience and hard-won knowledge of other CFMA members when you’re in a jam.
The CFMA experience is all about education and networking and the best part is — you come out the winner!
INFORMATION SHARING Whether it’s local chapter programs, regional seminars, or national conferences, CFMA concentrates on education that is specialized, focused, and specific to your needs as a financial manager within the construction industry.
REFERRALS Learn about the expertise and skills of our Associate Members through referrals from experienced CFMA professionals and other General Members. Meet Associate Members at meetings and decide whether your companies match.
FAST FIVE Frank DiLorenzo
MEMBERSHIP IS APPROPRIATE FOR:
“ERP Implementation: Beyond the Software”
General Member General Contractors Specialty Contractors Developers / Owners Architects Engineers
UPCOMING EVENTS:
Associate Member Accountants Attorneys Bankers Equipment Suppliers Industry Consultants Insurance Material Suppliers Technology Solutions
SPONSORS:
May Economic Forecast Thursday, May 21, 2015 (12:00pm)
June Recruiting and Retention Challenges for Contractors Thursday, June 18, (12:00pm)
July Cash Flow Management Thursday, July 23, (12:00pm)
August OW E N - D U N N
Visit us on online http://cafe.cfma.org/SacramentoCA
Jobsite Tour Thursday, August 20
Start Your Succession Planning Now Thursday, April 23, 2015 (12:00 PM – 1:30 PM) Marriott, Rancho Cordova 11211 Point East Dr., Rancho Cordova, CA 95742 TO BE DISCUSSED: FEATURED SPEAKER:
Succession Planning is an integral part of every company’s strategic plan whether you are a family owned or larger company. The future of your company depends on how well your company’s succession plan fits your circumstance. What is your current exit strategy? Is your company in the position to attract new Ownership or successfully transition into a change of leadership? How much are you relying on assumption rather than facts? Join us as our industry expert discusses how to assess how ready your company is for a succession and what areas need to be explored in preparation when the time comes. • How to determine what your business is really worth • What can you do to improve your organization
• Examples of leveraged buy-out • Exceptions to consider when valuating your business
Skirt steak
with cherry tomatoes, blue cheese, red onions, avocados & roasted potatoes
READY TO REGISTER?
http://cafe.cfma.org/sacramentoca/events
BFBA-Brown Fink Boyce & Astle, LLP www.bfba.com Craig Boyce is an auditing and accounting partner who has been with BFBA since its inception. His primary responsibilities involve oversight of client audits, reviews, and other accounting-related services. His particular area of industry specialization is construction. Craig has developed a niche in succession planning and has assisted dozens of construction companies develop a successful strategy for business continuation through ownership transition or through business acquisitions and mergers.
• Options for deferred compensation
LUNCH WILL BE SERVED:
Craig Boyce Audit Partner
REGULAR INDIVIDUAL MEMBERS NON-MEMBERS
$ 50 $ 60
AT THE DOOR INDIVIDUAL MEMBERS NON-MEMBERS
$ 60 $ 70
Questions or cancellations? Please contact Erin Stacher: (P) (916) 251-4723 • (F): (916) 244-0413 (E) [email protected]
Visit us on online http://cafe.cfma.org/SacramentoCA
Professional Certifications & Affiliations • Certified Public Accountant • American Institute of Certified Public Accountants • California Society of Certified Public Accountants Education B.S. in Accounting
HELPING YOU BUILD A BETTER BOTTOM LINE Construction Financial Management Association
BRAIN STORMING & PROBLEM SOLVING
PROFESSIONAL ADVANCEMENT
Have a difficult insurance, personnel, or job costing problem? Don’t reinvent the wheel — use the real world experience of other CFMA members! You know how tough it is to be a team of one, so call on the vast experience and hard-won knowledge of other CFMA members when you’re in a jam.
The CFMA experience is all about education and networking and the best part is — you come out the winner!
INFORMATION SHARING Whether it’s local chapter programs, regional seminars, or national conferences, CFMA concentrates on education that is specialized, focused, and specific to your needs as a financial manager within the construction industry.
REFERRALS Learn about the expertise and skills of our Associate Members through referrals from experienced CFMA professionals and other General Members. Meet Associate Members at meetings and decide whether your companies match.
FAST FIVE Frank DiLorenzo
MEMBERSHIP IS APPROPRIATE FOR:
“ERP Implementation: Beyond the Software”
General Member General Contractors Specialty Contractors Developers / Owners Architects Engineers
UPCOMING EVENTS:
Associate Member Accountants Attorneys Bankers Equipment Suppliers Industry Consultants Insurance Material Suppliers Technology Solutions
SPONSORS:
May Economic Forecast Thursday, May 21, 2015 (12:00pm)
June Recruiting and Retention Challenges for Contractors Thursday, June 18, (12:00pm)
July Cash Flow Management Thursday, July 23, (12:00pm)
August OW E N - D U N N
Visit us on online http://cafe.cfma.org/SacramentoCA
Jobsite Tour Thursday, August 20
