Events Calendar

Successful Succession Planning
Wednesday, May 19, 2021, 02:00pm - 03:00pm
Hits : 146

WHO SHOULD ATTEND? CEO’s, owners, presidents and finance executives who influence strategy decisions.

One of the most often overlooked aspects of strategic planning is succession planning. When you are looking for an exit strategy, area ready to hand off the business to other family members and head for the beach, or face unforeseen circumstances, having a strong succession plan in place is critical. And it can take several years to execute on that succession plan. In this session, participants will learn about the key elements of the plan to successfully transfer leadership and ownership of a printing and packaging firm, typical timelines, and strategies for ensuring optimum valuation. 

The program will focus on:

  • Key elements of a succession plan.
  • Exit strategy timelines.
  • Leadership and Ownership changes.
  • Ensuring bench strength.
  • Valuation methods.

Presented By: Peter Schaefer – Partner with New Direction Partners. Peter is an experienced dealmaker with thirty 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. Prior to New Direction Partners, Peter worked for fifteen years at Compass Capital Partners having served most recently as its President. Prior to that, he worked in the investment banking departments of KPMG Peat Marwick and Coopers & Lybrand. He received a BS in Economics and Political Science from Trinity College and an MBA from Villanova University. He is a Candidate Member of the American Society of Appraisers and is a member of the printing industry’s prestigious PIA Ben Franklin Society. He serves on the Board of directors of the Print and Graphics Scholarship Foundation and has served on several Advisory Boards within the printing/packaging industries. Peter is married to Kathleen and they have six children. Peter can be reached at (610) 230-0635 ext. 701 or by email at This email address is being protected from spambots. You need JavaScript enabled to view it.

Location Webinar
This webinar is FREE for PGAMA members.

PGAMA Upcoming Events

PGAMA Moving Forward

26 Apr 2021
02:00PM - 03:00PM

How to Survive & Thrive in this Environment

29 Apr 2021
01:00PM - 02:00PM

Business Opportunities in Digital Book Production

04 May 2021
02:00PM - 03:00PM

HP Graphics Experience Center: Alpharetta Georgia: VIP Virtual Tour

13 May 2021
10:00AM - 11:00AM

Golf in Virginia

18 May 2021
11:00AM -

Successful Succession Planning

19 May 2021
02:00PM - 03:00PM

Transaction Print: Process Right, Future Bright

01 Jun 2021
02:00PM - 03:00PM

Direct Mail: Delivering in Dynamic Times

06 Jul 2021
02:00PM - 03:00PM

USPS — Mail’s Dynamic Journey

03 Aug 2021
02:00PM - 03:00PM

Login Form