Succession Planning - Exit Strategies

Jul 13, 2022 - 8:30 AM (ET) - Plante Moran - 1111 E Michigan Ave, East Lansing, MI 48823
Hosted by Lansing, MI

About this Event

In Person & Virtual

What types of ownership transfers do contractors generally go through Internal sale, Private Equity, ESOP, and liquidation, in no set order. Our goal is to provide you with market trends that are hot in the construction industry, tips to help layout your next steps to define or redefine your succession plan, provide a deeper understanding of the transition types, and provide some insights on what happens post-transition to the owner. Also as a financial professional within your respective company, how can you help your owners.

 

Talking points:

  • Learn about the types of common construction transitions
  • Learn about market trends
  • Learn about post-transaction to the owner

 

CPE AVAILABLE FOR IN PERSON ONLY

CPE: 1 hour
Level: Basic
Prerequisites: None

 

The Construction Financial Management Association (CFMA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Featured Speakers

Anson Martens 

Senior Audit Manager | Plante Moran

Anson is an audit and relationship senior manager and has 9 years of experience. Anson currently manages multiple projects and deliverables across focused industries to meet and exceed client expectations and deadlines. He has focused his career on clients in the commercial space with a specialization in construction, manufacturing and distribution, and service companies. His consulting and audit experience includes due diligence consulting for buy and sell-side business combinations and business combination GAAP accounting treatment,  a specialization in multi-entity consolidations, revenue recognition including a focus on the percentage of completion revenue recognition, inventory valuations and impairment analysis, deferred tax analysis, benefit plan audits with specialization for Employee Stock Ownership Plans, and internal control assessments. He has a high focus on providing a practical approach in developing business solutions throughout the client relationship. This includes managing the entire audit process from planning, direct supervision of our teams, ensuring quality performance of audit procedures, and managing timely delivery to the customer. His industry focus has allowed him to connect and cultivate relationships with clients that go beyond the role of a traditional auditor by extending innovative business solutions gathered through observations during audits and cost-saving ideas obtained through his vast exposure to each industry and cross-industry experiences.

 

Shawn Calabrese, J.D.

Wealth Management, Senior Manager | Plante Moran

Shawn is a manager with Plante Moran Insurance Agency. He works with clients at all phases of estate planning process to ensure that they are maximizing the value of their estates. He specializes in estate and tax planning, charitable planning, and family-owned business planning for high-net-worth individuals and families.

Shawn is a licensed attorney in the state of Michigan, and has practiced in the areas of estate planning, estate administration, and family law for a Mid-Michigan-based law firm prior to joining Plante Moran. Shawn has served on several nonprofit boards throughout Mid-Michigan and currently volunteers on the board of ePIFanyNow.

He’s professionally affiliated with Greater Lansing Estate Planning Council and the State Bar of Michigan, Probate and Estate Section.

Price

Members: Free
Non-members: $45.00

Register Now