Harry Speaks to ASWA

Harry presented to the American Society of Women Accounts, Chicago Chapter on Tuesday, November 17. “Succession Planning in the New Economy” was held as part of a networking dinner at Buca di Beppo, 521 N. Rush St. in Chicago. About 15 professionals heard Harry’s take on how advisor collaboration must exist to successfully pass a business on to the next generation.

They learned the importance of flexibility and the three choices that a business owner has when planning for ownership transition. Additionally, they discussed the role that accountants have in succession planning and observed Harry’s trademarked “Seven Steps to Succession.”

Attendees took home a copy of his “Seven Steps to Succession” audio CD. Harry also gave away a signed copy of his book Pass It On: The Entrepreneur’s Succession Playbook.

Harry Speaks to Homer Chamber

Harry presented to the Homer Township Chamber of Commerce on Tuesday, November 10th. Which Direction is your Entrepreneurial Ship Headed discussed various aspects of exit planning.  About 20 attended the lunch meeting at Woodbine Golf & Banquets. Harry challenged the audience to think strategically about grooming their business for either sale, succession to a key employee or family member, or for liquidation.

Additionally, Harry asked the audience to rate themselves on such criteria as knowing what they want from their business when they sell it, having a plan to cover their assets and monitoring their personal financial plan. Audience members received a list of the criteria to take home along with their personal evaluations.

Harry passed out copes of his audio CD The McCabe Arch. The CD is inspired by his book Pass It on: the Entrepreneur’s Succession Playbook.