January Dinner Membership Meeting - Local perspectives on Small/Family Business Succession Planning

Date: Thursday, January 16, 2020
Time: 5:30pm - 8:00pm
Location: The Outing Club, Davenport, IA
Speaker: Chris Barnard & Todd McGreevy, Managing Partners of Marigold Resources

5:30-6 Social, 6-7 Dinner, 7-8 Program, Q&A, Wrap-up

Chris Barnard & Todd McGreevy, Managing Partners of Marigold Resources


Local perspectives on Small/Family Business Succession Planning

Hello Valued QCEPC Members & Guests!

Please join QCEPC Thursday 1/16/2020 for our Dinner & Program:


Local Perspectives on Small/Family Business Succession Planning

Speakers & Dinner Hosts:

Chris Barnard & Todd McGreevy, Managing Partners of Marigold Resources, Davenport, IA https://www.marigoldresources.com/

Location: The Outing Club, 2109 Brady Street, Davenport, IA 52803

5:30 pm to 6:00 pm                    Social

6:00 pm to 7:00 pm                     Dinner

7:00 pm to 8:00 pm    Program and Q & A

Cost:   FREE for QCEPC Dues-Paying Members

$45 for much appreciated Guests of QCEPC Members

$45 for our non-dues paying Lifetime QCEPC Members

(*please note: that if a Guest late regrets an RSVP or does not attend , the $45 fee will still apply)

PLEASE RSVP by Monday 01/13/20 to QCEstatePlanningCouncil@gmail.com/

Application for IA CLE Credits will be submitted for this Program


Chris Barnard and Todd McGreevy, Managing Partners at Marigold Resources will share a 30 minute presentation and take Q&A for another 30 minutes. 

You will learn what questions help your customers answer these two critical questions. 

Two Questions Every Business Owner Needs to Answer 

  1. Are you personally ready to exit your business?
  2. Is your business ready to sell?

Topics will include: 

Three Kinds of Owners

  1. Mountain Climber
  2. Freedom Fighter 
  3. Crafts People 

Three Paths for Business Owners 

  1. Status Quo
  2. Go to Market Now 
  3. Grow Business Value for More Options 

Four Drivers to an Exit with No Regrets 

  1. Future Vision
  2. Deal Structuring Flexibility 
  3. Personal Detachment 
  4. Team Involvement 

Two Ways to Measure Exit Readiness 

  1. Personal Readiness to Exit or PREScore 
  2. A Business' Value Builder Score 


Attachment: Marigold PREScore.me 3 page handout:



Quad City Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.