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Agenda<br />
Day 3<br />
Jan 24<br />
Wed.<br />
11:00 am – 12:00 pm<br />
Welcome and introduction<br />
12:00 pm – 1:00 pm (Lunch)<br />
1:00 pm – 2:30 pm<br />
Guest Speaker – Bill Hovey<br />
The Psychology of Succession<br />
2:00 pm – 3:00 pm (Afternoon tea)<br />
3:00 pm – 4:30 pm<br />
Guest Speaker – Paul Cilia, Macquarie<br />
Funding Options for Professional Services<br />
4:30 pm – 6:00pm<br />
6-month Management Buyout Program<br />
Craig West<br />
6:00 pm (Team Dinner)<br />
Day 4<br />
Jan 25<br />
Thu.<br />
10:30 am – 12:00 pm<br />
Guest Speaker – David Masters<br />
www.succession.exchange<br />
12:00 pm – 2:30 pm<br />
Thomas International tools and training<br />
Sam Walters<br />
2:30 pm – 3:00 pm (Afternoon tea)<br />
3:00 pm – 4:30 pm<br />
M&A Process<br />
Michael Vincent<br />
4:30 pm – 5:00 pm<br />
90-day Plan<br />
Close<br />
Craig West<br />
C h e c k l i s t o f I n f o r m a t i o n R e q u i r e d<br />
BEYOND ADVICE<br />
Annua l Strategic Plan ning Conf er ence │ 4
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