What You’ll Learn

By the end of this session, you’ll be better prepared to:

  • Identify the personal, business, and outside factors influencing your thoughts about transition.

  • Determine whether selling the business addresses the real issue or simply reacts to another problem.

  • Recognize the financial and personal information you still need before making a transition decision.

  • Consider the emotional and practical realities of life after ownership.

Before you decide how to transition, understand why.

Selling or transitioning a construction business is one of the most significant decisions an owner can make. In Session 1 of the Legacy Planning Webinar Series, John Schwab helps you step back from valuation, buyers, and deal structure to examine the motivations driving the conversation in the first place.

You’ll explore personal, business, and outside pressures, question whether selling solves the right problem, and identify the information you need before determining your next move.

Certified EOS Implementer® John Schwab

John works with the leadership teams of construction contractors to instill tools and disciplines for how to run their business better through clarifying their vision, improving their execution, and assisting them in becoming a more functional and cohesive team. John is Wipfli CPA's former national construction practice leader. John worked as part of the acquisitions team in completing over 60 acquisitions and has personally helped over 25 clients sell or transition their business.

Course curriculum

    1. The Driving Force

About this course

  • $49.00
  • 1 lesson
  • 60 minutes