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Succession Planning Webinar w/ New Direction Partners

Event Type: Webinar
Date: Tuesday, October 11, 2016
Time: 11am 12pm PT
Location: ONLINE - Instructions to follow
Presenter(s): Peter Schaefer & Jim Russell, New Direction Partners LLC

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You have a plan, right? Even if you’re 5 - 10 or 20 years away from selling or handing off your business to family, employees…it’s NEVER too early to PLAN your Exit Strategy! Join this FREE interactive Web discussion with two of the most knowledgeable people in the area of Print M&A!

Participants will learn about the key elements of the plan to successfully transfer leadership and ownership of a printing and packaging firm. This session will focus on:

• Key elements of a succession plan

• Leadership and Ownership changes.

• Valuation methods.


CEO’s, owners, presidents and finance executives who influence strategy decisions.


Peter Schaeffer: Presenter

Peter is a Partner with New Direction Partners. Peter is an experienced dealmaker with twenty years of investment banking and valuation experience. He has closed more than one hundred transactions in virtually every segment of the printing and packaging industries as well as the sale of a $75 million helicopter company and a $10 million bread manufacturer. In addition, Peter has performed hundreds of valuations for ESOPs, estate and gift tax planning and strategic planning purposes.

Jim Russell: Presenter

Prior to New Direction Partners, Jim was President and CEO of Arbor Press in Royal Oak (Detroit), Michigan. During his tenure at Arbor Press, the company was recognized as an eight-time winner of the National Association for Printing Leadership’s (NAPL) prestigious Management Plus Awards program that recognizes the best managed graphic arts companies in the country. Arbor Press was also recognized twice during Jim’s leadership as one of the 50 fastest growing printers in the country.

Cary Sherburne: Host

Cary is a well-known author, journalist and marketing consultant whose practice is focused on marketing communications strategies for the printing, packaging and publishing industries. Sherburne has written six books, including Digital Paths to Profit, published by NAPL; and most recently, No-Nonsense Innovation: Practical Strategies for Success. In addition to her role as Senior Editor at WhatTheyThink, the leading online news and analysis resource for the printing, packaging and publishing industries, Sherburne occasionally writes for other printing trade magazines, as well as creating by-lined editorial and other marketing materials for private clients.

Event Costs:

Members: FREE
Non-Members: FREE


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