the 5-day Navigate business transition Planning with Confidence workshop Hosted by Michael Hakoun | starts september 30th
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what if you could transition your business with confidence?
One of the greatest struggles every business owner faces is deciding if, when and how they will be able to successfully transition their business.
Every day, the same fear of not knowing how or when to transition your business repeats itself.
You might be anxious about ensuring a seamless transition of leadership while preserving the business's value and legacy.
You might also be worried about the impact on your personal finances – will you get enough from the sale to ensure a comfortable retirement?
The uncertainty around whether you will be able to make this transition is about to change.
We created the Navigate Business Transition Planning with Confidence workshop to help those thinking about transitioning their business. Discover the peace of mind you’ve been looking for without the stress of trying to navigate on your own.
Our lineup of distinguished experts will offer practical guidance, strategies and case studies to help you navigate this pivotal phase
of your business journey.
This workshop will help you gain a valuable perspective from those who have successfully managed business transitions.
Check out our video below to see how we help clients
transition their business with more certainty...
GET REGISTERED WHILE YOU STILL CAN!
In this 5-Day workshop you will get live best-in-class insights that others have paid $1,000s for...absolutely for FREE!
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One of the greatest struggles every business owner faces is deciding if, when and how they will be able to successfully exit their business.
join the workshop for the chance to win these prizes daily...
When you show up live to the workshop starting on September 30th, you'll get the chance to win gift cards to some amazing local restaurants.
We'll be giving away $100 worth of gift cards each day of the Navigate Business Transition Planning with Confidence Workshop!
Having a successful business transition requires
preparation and planning
STOP WORRYING AND TAKE ACTION WITH A TEAM OF EXPERTS TO GUIDE YOU
What if you could finally experience the peace of mind you’ve been looking for?
- Understand the importance of a well- structured transition plan
- Identify the right timing and circumstances for a seamless transition
- Develop strategies to retain business value during the transition process
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Address financial and operational issues to maximize your valuation
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Gain real-world insights from a team of experts
Here's what you'll be learning:
DAY 1
How is your business value determined, and what steps can you take to maximize it?
DAY 2
Why is getting your legal affairs in order important to a successful transition?
DAY 3
What does a sell-side or buy-side advisor really look for when evaluating a business?
DAY 4
What does the next chapter of your life look like, and are you truly ready for it?
DAY 5
How can scenario planning with the Live Well Planning Roadmap help you navigate your business transition with confidence?
FREQUENTLY ASKED QUESTIONS
Who should sign up for the workshop?
If you are working and thinking about selling your business – this workshop is for you. You will leave more confident with the steps needed to prepare for your exit strategy.
If you are a business owner worried about having enough in retirement - this workshop is for you. See how you can live with more certainty and peace of mind.
How do I get access to the workshop?
Once you register for the workshop, you'll be taken to a page that has a link to the Facebook Group. We will also send it to you via email. Use your primary email so you'll be sure to see it! You'll receive your confirmation email within 1 hour of enrolling. If you haven't received it, be sure to check your spam folder or contact financialadvisors@ledyardbank.com
What if I can’t be there live?
Not a problem! We will keep the workshop replays up in the Facebook Group (you’ll have access to join this once you register) for a few days so you can catch up on the workshop sessions!
Meet Your Host
Michael Hakoun, CEPA
Executive Vice President & Managing Director
Michael Hakoun is the Executive Vice President & Managing Director of Ledyard Financial Advisors, with over two decades of experience in the investment management and banking industry. Michael’s extensive wealth management and retail banking experience perfectly complements Ledyard’s strategic goals and passion for developing long-term client relationships.
Prior to joining Ledyard, Michael led a five-state team located in New Hampshire, Vermont, Maine, Massachusetts and Rhode Island supporting 230 branches for TD Bank. The comprehensive team included Wealth Strategists, Investment Advisors, Trust Advisors, Wealth Lending Specialists, Private Client Relationship Managers and Client Services. Prior to leading that team, Michael worked in Canada where he led a Call Center for TD Ameritrade in London, Ontario. He also worked in Toronto, Ontario, leading the Customer & Employee Experience Strategy groups across the North American Call Centers, which included Wealth Direct Investing & the Wealth Advice Center. Additionally, Michael has Retail Banking experience with TD, as a prior Retail Regional Manager in the Greater Concord - Lakes area of NH. Prior to joining TD, he worked with Citibank & Guardian Life Insurance.
Michael graduated from McMaster University’s DeGroote School of Business in Ontario, Canada with a Master of Business Administration. Michael has a Bachelor of Science degree in Business Economics from the State University of New York at Oneonta and also holds FINRA Series 7, 63, 65, 24 licenses.
Michael earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s intensive executive MBA-style program.
He serves on the board of Mount Zion Christian Schools, coaches recreational softball teams for his daughters, and teaches students at his local church.
Ledyard Financial Advisors currently helps over 650 families & individuals across 38 states and 7 countries, managing over $1.8 Billion in assets under management. Ledyard Financial Advisors is a division of Ledyard National Bank, with 8 Financial Centers and 3 Financial Advisors offices across New Hampshire and Vermont. We take a boutique, family office approach to financial services – helping clients with comprehensive wealth management, trust & estate planning, cash-flow scenario planning, banking & cash management, and tax planning.
WHO WILL YOU LEARN FROM DURING THE WORKSHOP?
Meet These Amazing Speakers...
Gallagher, Flynn & Company, LLP
Mark provides accounting and consulting services to a diverse client base, and leads the firm’s Business Valuation and Litigation Support services team. In public accounting, Mark provides services to a variety of industries including, but not limited to manufacturing, retail, distribution, food, construction and service organizations. Mark’s varied business experience provides him with the ability to understand the various requirements of clients and to provide value-added services whether it involves accounting, business valuation or other business consulting matters, such as mergers and acquisitions.
Mark earned his Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s intensive CEPA five-day executive MBA-style program in Chicago. He joins an elite group of business advisors who have received this designation. The program was specifically designed for business advisors who work closely with owners of privately held companies.
Mark is a graduate of the Graduate School of Professional Accounting Program at Northeastern University, where he received his Master’s degree in Accounting and Business Administration. He completed his Bachelor’s degree at the University of Vermont. In addition, he has obtained further specialized certifications from American Institute of Certified Public Accountants (AICPA), National Association of Valuators and Analysts (NACVA) and the Exit Planning Institute (EPI).
Focus Acquisition Partners
Chris is a founding partner of Focus Acquisition Partners. He is responsible for working with a broad array of clients who have an interest in financial services, manufacturing, distribution and business services in North America.
He is a veteran entrepreneur and a former commercial banker. During his career Chris has owned and successfully grown a series of middle market manufacturing and business services companies. He was a founder of the Flagship Bank (Worcester, MA) and he is an active private investor. Drawing upon this broad and diverse background he has held senior leadership positions for over 25 years.
He is the former president and CEO of SciTech Plastics Group, LLC, a $60 million vertically integrated manufacturer of medical and commercial devices which he successfully sold and is now part of Vaupell Plastics. Prior to that, he was the founder and owner of the Brookfield Group, which he transformed from a single facility into a precision manufacturing firm with locations throughout New England. Chris also served as the COO of Nanlo Publishing, a regional community newspaper printing and publishing firm, and also was a Senior Vice President at Shawmut Bank, a multi-billion dollar bank holding company.
Chris is a graduate of Boston University with a BA and a graduate of the Stonier School of Graduate Banking. Chris holds two patents for flexible, medical dispensing devices, is a published author, and an active community volunteer. He is married and enjoys running, mountain biking and skiing.
Professional Life Coach
Professional Life, Leadership and Executive Coach
Marian Janes is thrilled to partner with Ledyard Financial Advisors in support of their Navigate Retirement with Confidence Workshop.
Marian is no stranger to transition as she has navigated the complex challenges of corporate leadership, helping break through boundaries of chaos and disruption amidst ongoing change and uncertainty. With an expertise in developing leaders, uniting teams, and energizing culture, she has worked with a diverse group of global clients across many industries, unleashing potential that transcends boundaries. She completed the rigorous credentialing program and is a Professional Certified Coach through the International Coaching Federation. She now helps others make progress towards their own vision.
Marian serves corporate leaders and executives who are challenged by their own transition within their current career progression, on the cusp of leaving the workforce, or already retired. Those who seek out Marian find a competent and caring partner to help them develop the mental fitness needed to step into new possibilities.
With a master’s degree from Indiana University, Marian serves as a Core Group Coach for Chief, a private membership network focused on connecting and supporting female executive leaders, as a Mentor Coach to other coaches, and an instructor and consultant at Rutgers University.
Ledyard Chief Lending Officer
Kimberly Lebron joined Ledyard in 2023 as the Chief Lending Officer. Kim brings with her over 30 years of experience in the financial industry, having most recently served at Thomaston Savings Bank, where she held various lending-related positions since 2003. Her roles at Thomaston Savings Bank included Senior Credit Analyst, Credit Manager, Chief Lending Officer and most recently, Chief Credit Officer. Beyond her professional achievements, Kim is a distinguished veteran who served in the United States Army from 1984 to 1990. Kim is a graduate of Post University where she earned a Bachelor of Science degree in Finance. She also completed a two-year executive education program from Stonier Graduate School of Banking at the University of Philadelphia.
Ledyard Strategy and Business Succession Planning Director
Susan Renaud joined Ledyard Financial Advisors in June of 2015 and has 25 years of finance, operations and consulting experience in New England and Europe. Prior to joining Ledyard, she was an independent CFO consultant working with small businesses. Susan has enjoyed a wide and varied career having previously served as Director of Strategic Integration with Dartmouth-Hitchcock, CFO at King Arthur Flour, Mergers and Acquisitions consultant with PwC London and held various roles at Ben & Jerry’s in Vermont, London and Paris.
Susan earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s intensive executive MBA-style program. Susan is a Certified Financial Professional and a Certified Public Accountant.
Venture 7 Advisors
Bryan is Managing Partner at Venture 7 Advisors, a merger and acquisition advisory firm which he co-founded in 2016. Venture 7 helps business owners to exit successfully.
Prior to launching Venture 7 Advisors, Bryan founded, sold and acquired several of his own companies in information technology, management consulting and construction. Bryan has held executive leadership positions and served on boards of directors and advisory boards in a wide range of industries including industrial sensors, wastewater treatment, eCommerce, business consulting and firearms manufacturing.
Devine Millemet
Steve Cohen has spent 43 years as an M&A and business planning attorney in the northern New England based law firm of Devine Millimet and Branch with offices in Manchester, Concord and Portsmouth, New Hampshire. Steve chairs the Firm’s 16 attorney Mergers and Acquisitions Team and is integrally involved in 25-30 M&A transactions annually.
Steve is a graduate of The Wharton School of the University of Pennsylvania, is a certified public accountant and earned his Law Degree and Master’s Degree in Taxation from Boston University School of Law. He is admitted to practice law in the States of New Hampshire, Massachusetts and Maine and was selected by his peers for inclusion in The Best Lawyers in America in the fields of Mergers and Acquisitions, Corporate Law and Tax Law.
Dear Business Owner thinking about Business Transition or Retirement...
You probably are asking yourself:
Will I have enough to live the life I want?
Will I have enough to live the life I want?
We know that one of the greatest struggles for business owners who are thinking about retirement or a business transition is ensuring they will not run out of money.
So often you are watching the news or talking with friends and while thinking about the future, this same fear of not having enough repeats itself.
Are you hoping one day to finally find peace of mind, feel confident and know that you can successfully sell your business and that you will be ok in retirement?
The uncertainty around selling your business is about to change...
We created the Navigate Business Transition with Confidence Workshop to help those thinking about selling their business discover the peace of mind you’ve been looking for, without the stress
of trying to navigate on your own.
Over the past 30 years, we’ve helped over 1,000 clients reach their financial goals and starting on September 25th. This is your opportunity to do the same in an interactive experience.
By the end of our time together, you’ll know the 5 essential actions to prepare for a successful transition.
Click below to register for our Navigate Business Transition with Confidence Workshop now!
TESTIMONIALS
What Others Are Saying
We value the relationships developed with our clients. It is a privilege to earn their loyalty and trust. Please read more about being a Ledyard client:
"Years ago, we chose Ledyard Financial Advisors for their expertise in financial planning, investments and tax management. Grounded in knowledge, enthusiasm and a glowing spirit, they’ve created a one-of-a-kind sub-community in which we place our full trust and appreciation. Walking into the Ledyard building feels like we’re seeing old friends – and we are! We are more grateful than ever as we get older to have Ledyard in our corner. "
- Doug & Joanne W.
"We are extremely proud to be a part of the Ledyard Bank family; a local bank that took interest in a local company. From day one it was clear that this was a partnership between ARC Mechanical and Ledyard. We discussed our goals and they wanted to be a part of helping make those goals possible. Ledyard Bank’s commitment to community and growing local businesses fits the values we hold as a company."
- Jody P. & Andy C.
"Ledyard impressed us from the very beginning and consistently wows us with above and beyond service! The personal attention given to our financial needs exceeds any we have experienced with other banks. Katie Blake and her team make it a point to treat us like gold. For example, on a recent trip overseas we left home with the financial peace of mind you only get when you have a team like Ledyard’s proactively watching out for you whether you’re in town or traveling abroad."
- Mark & Marilyn W.
"In banking, as in healthcare, we are fortunate to have valuable local resources in our community. I never truly knew what a community bank was until I joined Ledyard’s Board of Directors. It has been satisfying to be part of an organization that cares, and to see firsthand how local employees, local knowledge and local commitment betters the lives of our neighbors. Beyond financial health, Ledyard invests in our region by promoting wellness through education, its annual walking challenge and its partnership with the American Heart Association. Plan well, Live well perfectly reflects the bank’s philosophy, capabilities, and their ongoing promise to our community."
- Bruce P. K.
- Cotton M. C.
"As the owners of a specialty dental practice, we believe in providing our patients with both exceptional clinical care and customer service. We have come to value that same level of service from Ledyard Private Banking. From our business accounts and loans, to our home mortgages and beyond, their attention to detail and seamless customer service makes banking easy and allows us to focus on our patients and families."
- Dr. Brooke B. & Dr. Rebekah L.
"While managing our dermatology practice and patient responsibilities, we needed to find a bank that we could count on to oversee our finances while understanding our goals. Working with Ledyard’s Private Banking division over the last two years has been the perfect fit. We worked closely with Ledyard to have our mortgage, home equity line of credit, and our investments all in one place. With the first-class service and attention to detail we have grown to expect from Ledyard Private Banking, we have the freedom and peace of mind to focus on our patient care, knowing that they are taking care of us."
"Eight years ago when we decided to purchase our own business, we turned to Ledyard and their commercial banking team. Nearly a decade later, we still rely on Ledyard to help us navigate through the complex financial aspects of owning and operating our own business. We consider Ledyard Bank to be a partner in our success and look forward to continued prosperity in our future business ventures."
- Tom E. and Shawn H.
"Banking with Ledyard, a local bank who knows us and our business, is an advantage we appreciate. Since purchasing the Norwich Inn in 2006, we've relied on Ledyard's business banking team to lead us smoothly through the loan process and provide relevant guidance to help grow our business. Ledyard was there for us again in 2009, providing additional funding for our expansion. It's a great feeling to know that we have such a strong community bank believing in us and supporting our dreams."
- Joe and Jill L.
TIME-SENSITIVE! GET REGISTERED WHILE YOU STILL CAN
In this 5-Day Workshop you will get live best-in-class Wealth Management Insights that others have paid $1,000s for... absolutely for FREE!
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