Register now for “Prepare for IMPACT” Succession Planning Webinar Series, Part 2


NCBA CLUSA’s Prepare for IMPACT pre-conference webinars are designed to prepare attendees for discussions at NCBA CLUSA’s 2017 Cooperative IMPACT Conference in October. Under the topic of “Member Engagement Strategies,” we’ll explore three key areas: succession planning, recruitment & retention and training. Our presenters will utilize examples from the purchasing co-op sector to amplify their talking points.

Part 1 of our Succession Planning series featured CEO of Castle Wealth Advisors Gary Pittsford and Executive Director of Project Equity Alison Lingane during a webinar aimed at purchasing co-op management with strategies for engaging their members in succession planning. In Part 2, Pittsford will continue the discussion, but turn the conversation away from management and directly to the co-op member.  He’ll review both the options and the process of how a co-op member sells a business to either a family member or to another co-op member.

During this webinar, attendees will:

  • Review selling options before the deal is made
  • Learn what needs to be in place prior to selling
  • Get an inside view of some successful ownership transitions
  • Explore common challenges sellers experience
  • Engage in extensive Q&A

“Succession Planning, Part 2: Selling to Family & Selling to Members,” is scheduled for Thursday, June 1, 2017 from 2-3 p.m. EDT. Register now!

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