(AVONDALE, La) – Long-term planning is an important part of a business. Of course, your marketing plans, financial plans, and over-arching strategic plans are important to the success of any company, but it is also valuable to have a vision for the far future, for the day when someone new will take over the company or step into a major leadership role. How do you plan for that future while ensuring the company’s operations do not experience any major upheavals? Having a business succession plan is an essential component to ensuring longevity and success.
JEDCO and the Jefferson Chamber have teamed up to bring you a Prosper Jefferson seminar on Small Business Succession Planning. Join us for the third of a three-part seminar series on the Life Cycle of a Business. We’ve invited three experts from a variety of industries to share their insight and advice on how to keep a company moving forward with as little disruption as possible, even if leadership changes hands. In this seminar, you’ll learn about:
- Family business succession planning
- Management/ownership transitions
- Transferring ownership to the next generation
- Retention of key personnel
- Sales to third parties
- Placing a value on your business
- Case Study: A family-owned business succession plan
The event will be held Wednesday, April 25th, from 8:30 AM – 10:30 AM at the Entergy Office on Jefferson Highway. The address is 4809 Jefferson Highway, Jefferson LA 70121 (at the corner of St. George and Jefferson Highway). It is $5 to attend, which will cover breakfast for attendees. Please register for the event in advance online. Register here.
Meet our Speakers
Jim Perrier, Universal Data, Inc.
James M. Perrier, founder and acting President of Universal Data, Inc., is a troubleshooter, problem solver and change catalyst able to turn operations around and implement systems for sustained profitability, growth and expansion. Possessing an entrepreneurial mentality and a distinguished career in the technology industry, Mr. Perrier’s successes are founded on a passion for effecting positive change and a talent for blending technical knowledge, team direction, strategic planning, business modeling and team leadership.
Universal Data, Inc. (UDI) has a team of over 30 individuals in the Greater New Orleans market, Separated into two unique business divisions, IT Projects and Managed Services. In addition, Mr. Perrier navigated the organization through a series of challenges and crises including an organizational restructure during Hurricane Katrina. UDI has been recognized in New Orleans CityBusiness’ Best Places to Work in 2013, 2014 and 2015.
Leon Rittenberg III, Baldwin Haspel Burke & Mayer
Leon Rittenberg III is a partner at the law firm of Baldwin Haspel Burke & Mayer. His practice focuses on serving the needs of small and mid-sized businesses and their owners; including taxation, finance, estate planning, probate, real estate, mergers and acquisitions and related matters. Leon represents the interests of a number of oil service businesses, marine transportation companies and physician groups. He is a Board Certified Tax Law Specialist and Board Certified Estate Planning & Administration Specialist, as certified by the Louisiana Board of Legal Specialization. He frequently lectures in areas such as taxation, estate planning and maritime transactions.
Anita Zimmer, CPA, ABV, CFF, Wegmann Dazet & Company
Anita is a Senior Manager at the accounting firm of Wegmann Dazet & Company in Litigation, Valuation and Forensic Accounting Services. She boasts twenty-five+ years’ experience in accounting and management with nearly twenty years in public accounting practice concentrating on forensic accounting, business valuation and litigation support. She has provided business valuation services for various purposes including estate and gift tax, succession planning, mergers and acquisitions, buy/sell agreements, insurance settlements, marital dissolutions, shareholder disputes, and other litigated matters. Businesses she has valued include: real estate holding companies, wholesale distributors, petroleum marketers, various retail businesses, food service franchises, professional service firms, oil field and maritime service industries. Anita is Accredited in Business Valuation as well as Certified in Financial Forensics by the AICPA.
