December 15, 2021

The Puritan - 245 Hooksett Rd, Manchester, NH 03104

7:30 - 9:00 am 

Succession Planning in the Construction Industry

This program will cover Options, Challenges and Trends for planning and executing a succession plan.  Including the options for succession planning and potential challenges associated with each option.  It will also address the various balance sheet, cash flow, and tax implications.

Learning Objectives
After this session, attendees will be able to:

• Understand the options available including gifting, internal sale or management buyout, external sale, and ESOP.
• Understand potential challenges such as tax, cash-flow, and balance sheet impact
• Discuss recent trends and valuation methods used in the construction industry.

Agenda

7:30 am  - Breakfast                                                                                                     8:00 am - 9:00  am - Presentation

Level & Prerequisites
This is a group internet-based program at the Beginner level. 

CPE Information
Earn 1 CPE credit 

Who Should Attend?

• Controllers
• CFOs
• Business Owners and Buyers
• CPAs
• Bankers
• Anyone who needs a better understanding of organizing succession plans

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

Kelli D’Amore

Principal | Nathan Wechsler & Company, P.A.

Kelli has a solid understanding of the needs of the nonprofit industry, and continues to be a strong voice for the nonprofit sector in New Hampshire.  She has helped several nonprofits accomplish mergers that have increased the efficiency of mission delivery. In addition to her nonprofit role, Kelli spends much of her time in the construction industry with a focus on general contractors.  Through this work she has developed a strong understanding of contract reporting and key performance indicators for the industry.

Matthew J. Nadeau

Principal | Nathan Wechsler & Company, P.A.

Matt oversees all phases of audit, accounting, and tax services for his clients.  However, he also focuses his time in developing the business valuation and due diligence services lines of the firm.  He works with closely held businesses in transition. He has experience working with private equity, self-funded and externally funded searchers as well as family entities looking to transition ownership to the next generation. Matt advises both sellers and buyers in determining value, due diligence, working capital and tax strategy. His background working on both attest and tax engagements has allowed him to apply a broader knowledge to transactions that has made him a valuable business advisor.