Your Annual Business Plan - Friend or Foe

December 4th, 2013

Most family businesses operate under an annual budget but few leverage the true power of the process. Join Director John Leslie from McGladrey as he shares practical ideas and insights gained from years as a private company executive and then as a consultant. John will focus on three of the most important elements for family-owned companies:
• Cash flow
• Access to capital
• Shareholder value

John will compare what we typically see happening in the family businesses we support vs. what we recommend as best practices, and will give you some practical ideas and steps to take in order to make these improvements. Please join us for an interactive session that includes many real-life scenarios as well as tips for communicating your financial plan to external parties, such as banks and investors. .

John Leslie is a Director of Financial Advisory Services at McGladrey, LLP. He has over 35 years of experience in financial advisory, in both the public and private sectors. Spending 17 of those years as a company executive, he is able to provide solutions that accrete maximum value. John is a CPA and a graduate of USC. He holds several positions on boards of directors and has been a guest lecturer in the area of conflict and resolution.

John Leslie, McGladrey

Ayres Hotel - Costa Mesa

7:30am – 10:00am, breakfast included

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