Select Page

Business owners looking to sell, buyers looking to buy….

Join us in a free, comprehensive webinar summit focused on helping business owners navigate the landscape of getting ready to sell, and buyers looking to buy.  2020 has presented some challenges for many small business owners, but that doesn’t necessarily mean plans to retire or transition need to change. On the contrary, our data has shown that there are more buyers than ever interested in buying.  Whether you are planning your future succession, or interested in what it takes to buy, this webinar summit gathers Canada’s best Succession Planning Professionals to help you gain your bearings and move forward with confidence. 

How It Works

It’s Simple

1) Sign up for this 4 day summit.

2) Check your inbox on the first day for a link to the actual summit videos.

3) Watch at your convenience during the summit date range, no need to adhere to specific times.

4) Videos will expire a couple of days after the summit is over.

5) SuccessionMatching will follow up with next steps. 

(By the way, this summit is FREE, have we mentioned that?)

Topics to Include…

☑️  Why is now the best time to sell

☑️  How did COVID create a seller’s market for business owners?

☑️  How to sell to an international buyer, why you might want to 

☑️  Why is a valuation necessary?

☑️  How to Find the Right Buyer for Your Business

☑️  Finding an International Buyer

☑️  How to Establish What Your Business is Worth

                    And many many more!

Featured Presenters

Don Zinn

Don Zinn serves as Senior Vice President – Executive Search at StevenDouglas, and is based out of the firm’s Westchester County (NY) office. He is a member of the firm’s Operations (Leadership, Sales & Marketing, Supply Chain, Finance and HR) practice, and is focused on middle market and fast growing early stage companies where his prior operating experience can add significant value to the searches he runs.

A CEO and entrepreneur with over 30 years sales, management and hiring experience, Don is focused on helping organizations grow through people-focused management. He is a frequent speaker and author of many articles about turnover, employee selection and satisfaction, and entrepreneurship. He has founded 7 companies, raised over $25 million in private and venture equity, sold 3 companies and has been an Inc. 500 winner and a finalist in the E&Y Entrepreneur of the Year Award.

Fred Schwam

Fred Schwam, 55, was the owner and CEO of American Christmas, the nation’s leading commercial Christmas decorating company, from 1988 until October of 2017, when he sold the Company to Austrian based MK Illumination.

He remained with the Company for 15 months following the sale and retired on January 31, 2019 at the age of 52. American Christmas designs, manufactures, installs, removes, stores and refurbishes holiday displays for office lobbies, tenant offices, hotels, restaurants, banks, theaters, department stores, retail stores, shopping centers, hospitals and television sets.

As of early 2019, clients included Radio City Music Hall, Rockefeller Center, Saks Fifth Avenue, Cartier, Macy’s, Salvatore Ferragamo, Harry Winston, Madison Square Garden and the McGraw Hill Building. The Company celebrated its’ 50 th Anniversary in 2018.

Jim Giangrande

Jim Giangrande, CFP® is Managing Director and a Founding Partner at Altium Wealth Management, LLC. With over 25 years of experience in financial services, he has spent his career helping his clients identify and execute on a plan to achieve their life’s purpose. Jim is an active member of his community.

Greg Mickelson

Greg earned his BS degree in Chemical Engineering, Summa Cum Laude from the University of Connecticut. He was awarded his MBA, with concentration in finance and entrepreneurship from Rensselaer Polytechnic Institute, Troy, NY.

In 2007, he formed the Mickelson Company LLC, a business advisory firm through which he advised his CEO clients in developing their strategies, operations, markets, organizations and results.

Through the development and deployment of strategy, capital, and people Greg has improved operations, and expanded sales, markets, and profitability. At the core of his successes Greg honed his expertise to select the right people, design organizations, shape high-performance customer-centric cultures, and build effective leadership and employee teams – an expertise he now brings to Standish and its client’s businesses.

Dorcia Carrillo

Dorcia is an alumna of Loyola College in Maryland, where she was introduced to the concept of “”cura personalis”” or care for the whole person. For this reason, she takes a holistic approach to client matters. That means she understands the business impact of every provision of every deal. Dorcia interned at Shiseido Americas Corporation and the Department of Commerce while studying at Quinnipiac University School of Law in Connecticut. She developed expertise in international business transactions and the Export Administration Regulations from her internships.

After law school, Dorcia went to work for divisions of United Technologies Corporation, where she became familiar with manufacturing and technology operations. Dorcia advised the business on corrective actions required by a Department of Justice consent agreement. She also supported the engineering and procurement functions by drafting technical assistance and manufacturing license agreements. Now Dorcia combines her corporate experience and legal skills to help companies negotiate technology transactions. She also collaborates with the dynamic corporate law firm, BurgherGray, as of counsel.

Dorcia currently lives with in Connecticut but was born in the Bronx, raised in New Jersey, and learned she is the consummate East Coaster after a few months in California. She is a member of the New York State Bar Association and an ambassador for the Business Council of Westchester. She also serves on the board of the White Plains Bar Association. Dorcia enjoys music, yoga, and golf. Last but not least, Dorcia is a huge fan of Issa Rae and an ardent supporter of the Alzheimer’s Association.

Pin It on Pinterest

Share This