Business Succession Advice

Greg Caruso - Expert Speaker on Business Succession Advice

Gregory R. Caruso, Esquire, CPA, CVA

Principal, CI Harvest Associates
Expert, Author & Speaker on
Business Valuation Business Brokerage Succession Planning

Expert Speaker on Business Succession Plans and how to sell your business

Featured Speaker Topic:

“What is YOUR Number?”

Contingency and Succession Planning
for Contractors, Suppliers, and Engineers

Are you ready to retire but you feel trapped by the current economy? This presentation will help.

Every general contractor, trade contractor, supplier, and engineering firm owner has a "Number" in their head. That number represents what they believe (or want to believe) is the true market value of their company. Unfortunately, for most owners, that number is a pipe dream. This presentation and workshop is for those contractors, suppliers, and engineers who are serious about obtaining their "Number".

  • Take immediate actions today to implement a contingency and succession plan
  • Develop a plan and implement it increasing final market value of the business by 25 to 100% or more
  • Address the unique challenges of family transitions and management buy-outs
  • Know the true timelines of successful business transitions

The biggest wealth opportunity for most contractors is their business sale or transition. Make sure your members know what it takes to get their maximum value. Book today.


Other Topics Include:

  • "Every Business Tells A Story” – What Business Owners Really Need to Know
    About Business Valuation
  • “Family First” – Structuring Intergenerational Family Business Transfers

Download FREE Whitepaper

"What’s Your Number?
A Contractors Guide to Contingency
and Succession Planning"



“Your presentation demonstrated the
importance of proper planning and showed a clear timeline for owners to follow in order to gain maximum advantage from what is a once in a lifetime opportunity for many business owners.”

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“The ability to take audience questions and directly and clearly answer them allowed our members to really get the importance of succession and exit planning to their businesses and their lives.”

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