Event Calendar

Thursday, February 27, 2020

Succession Planning for Manufacturers

Start Date: 2/27/2020 5:30 PM CST
End Date: 2/27/2020 8:00 PM CST

Venue Name: Cooper's Hawk

798 W Algonquin Rd.
Arlington Heights, IL  United States  60005

Organization Name: Technology & Manufacturing Association

Cori D'Onofrio
Email: cdonofrio@tmaillinois.org
Phone: (847) 282-4714

Cost: $49 single/$79 couple

The agenda:

5:30 pm | Reception
6:15 pm | Dinner
7:00 pm | Program
8:00 pm | Conclusion

Are you wondering how to identify and develop new or next-generation leaders who can succeed you or others of your team? Join us for dinner and learn the financial, strategic, and operational aspects of successful succession planning. Led by moderator, President of TMA, Steve Rauschenberger, along with our panelists:

  • Allen Kutchins | Kutchins, Robbins & Diamond, Ltd.
  • Roger Stelle | Meltzer, Purtill & Stelle LLC
  • Luke Novak | Rothschild Investment Corporation.
Allen Kutchins - Kutchins, Robbins & Diamond, Ltd.

Allen is a Partner, certified public accountant, and financial planner. He has 4 decades of experience in this field. His expertise ranges from business to family financial planning while assisting them in all of their important life cycle stages.

Allen will be discussing the long term preparation for your exit and retirement. This includes cleaning up your personal expenses, upgrading the financial statements, and preparation for the due diligence process.

Roger Stelle - Meltzer, Purtill & Stelle LLC

Roger is a founding Partner of the firm. Roger is engaged in the representation of closely-held businesses and financial instituations with a particular expertise in mergers and acqusitions. He is focused on succession issues and the pursuit of both the growth and exit strategies for their principals.

Roger will be discussing four major points. 1. Framing the deal or preparing the Letter of Intent. 2. Due diligence including financing the transaction. 3. Closing the transaction and transitioning the new owner 4. Post-closing issues including representations and warranties, holdbacks, non-compete and non-solicitation agreements. 

Luke Novak - Rothschild Investment Corp.

Luke is a Vice President and member of Rothschild's Executive Committee, which handles all aspects of the firm's strategic direction. After starting with Rothschild in 2004, he formalized the firm's corporate practice in 2006. He and his colleagues have built a clientele of over 100 families and 120 companies.

Luke will be discussing the importance of hiring a financial advisor. He will elaborate on how to create a successful road map to interview, hire, and review an investment advisor. He will highlight how to spot red flags and avoid common investor pitfalls. Finally, he will address ideas and strategies for successful retirement planning and wealth transfers to the next generation.

Please RSVP with guest names to Cori D'Onofrio at cdonofrio@tmaillinois.org by February 18th.

Thank you to our Event Sponsors!