The RJO Succession Experience October 19-21, 2014 Hyatt Lodge - Oak Brook, IL Goals: • • • •
Create an impactful curriculum of hands-on learning and interactive dialogue to aid member stores in preparing for the future of their business as well as their own personal future. Aid participants in the development of a viable succession plan. Engage participants to ensure continued learning occurs after the initial gathering. Create a network of fellow jewelers for mutual support.
Curriculum: • • • • • • • • •
Assessing your current situation Identifying your personal goals Identifying the needs and goals of other stakeholders Management Succession Defining your current income and the dependence on the business for future income Valuation - How much is my company worth and exploring options for selling/transfer of assets Exit Strategies Writing your plan Next steps - Meetings to be held and with whom
Participants: • • •
The program will be specifically directed to member stores who will be completing a succession plan within 3 to 8 years. Participants need to be prepared to do pre-work prior to attending. Participants will write their plan during the experience based on information shared.
Logistics: • • • •
Two-Day Event: 2:00pm on Sunday, October 19th - 12:00pm on Tuesday, October 21st. Host Hotel: Hyatt Lodge in Oak Brook, IL. Participants will pay for their hotel room at a rate of $149++/night. RJO and sponsoring vendors will host receptions, meals and breaks.
Registration: • • •
Registration Fee: $375.00/person. Space is limited. Registrations accepted on a first-come basis. To register, contact Mary Peterson at maryp@rjomembers.com or call 800-247-1774 and ask to speak with Mary Peterson.