A Four-Win Succession Plan

After years of building a business by advising clients on mergers, acquisitions, and buyouts, the time came for Andy Limes of SDR Ventures and his co-founding Partner to consider their succession. They wanted to accomplish a profitable sale while continuing the ministry legacy Andy had worked to establish. His answer came in the person of Geoff Eliason, a peer sitting right in his C12 forum. With a well-conceived pairing of Buyer and Seller, they were able to set up SDR for a “four-win succession plan” benefitting the Seller, the Buyer, the employees, and the ministry impact within the business. This session will focus on the mechanics of business succession while continuing your Business as a Ministry legacy.

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