WHO SHOULD ATTEND? CEO’s, owners, presidents and finance executives who influence strategy decisions.

One of the most often overlooked aspects of strategic planning is succession planning. When you are looking for an exit strategy, area ready to hand off the business to other family members and head for the beach, or face unforeseen circumstances, having a strong succession plan in place is critical. And it can take several years to execute on that succession plan. In this session, participants will learn about the key elements of the plan to successfully transfer leadership and ownership of a printing and packaging firm, typical timelines, and strategies for ensuring optimum valuation. 

The program will focus on:

• Key elements of a succession plan.
• Exit strategy timelines.
• Leadership and Ownership changes.
• Ensuring bench strength.
• Valuation methods.

Presented By: Peter Schaefer – Partner with New Direction Partners. Peter is an experienced dealmaker with thirty years of investment banking and valuation experience. He has closed more than one hundred transactions in virtually every segment of the printing and packaging industries as well as the sale of a $75 million helicopter company and a $10 million bread manufacturer. In addition, Peter has performed hundreds of valuations for ESOPs, estate and gift tax planning and strategic planning purposes. Prior to New Direction Partners, Peter worked for fifteen years at Compass Capital Partners having served most recently as its President. Prior to that, he worked in the investment banking departments of KPMG Peat Marwick and Coopers & Lybrand. He received a BS in Economics and Political Science from Trinity College and an MBA from Villanova University. He is a Candidate Member of the American Society of Appraisers and is a member of the printing industry’s prestigious PIA Ben Franklin Society. He serves on the Board of directors of the Print and Graphics Scholarship Foundation and has served on several Advisory Boards within the printing/packaging industries. Peter is married to Kathleen and they have six children. Peter can be reached at (610) 230-0635 ext. 701 or by email at This email address is being protected from spambots. You need JavaScript enabled to view it.