CEO Leadership Summit '16
CEO Leadership Summit '16

CEO Leadership Summit '16 


Join us for the 5th annual CEO Leadership Summit to be held at the Boston Harbor Distillery.  


A panel of experts will present:

The Succession, Transition & Exit Planning Dream Team.


Our program will include a panel discussion, networking, dinner, tours and tastings.

Program Information

  • New IRS rules that have dramatically impacted your ability to gift part of your business to family members.
  • How to create a plan for an equity event potentially years down the line.
  • Financing resources: traditional banking and investment banking.
  • Business valuation: why the rule of thumb does not work in reality.
  • Staging the business and making it known in the industry.
  • Engaging senior staff as part of the overall plan for the equity event.
  • Reengineering compensation and bonus programs to reflect the long-term plan.
  • Focusing and motivating your sales team to drive consistent profitable results.
  • Creating and sustaining a competitive advantage.
  • Strategic outsourcing that can improve the bottom line.
  • The impact of taxation on your future plans.
  • Estate planning for the business owner: the unique and challenging issues.
  • Divestiture and acquisition as part of your exit strategy

Program Agenda

5:00 Welcome
5–5:30 Networking

Panel Discussion

6:15 Dinner, Tours and Samplings
7:30 Adjourn

In addition to the presentation, please join us for dinner, tours and samplings from the distillery. The distillery is housed in a pre-Civil War factory. It is known for craft beverages made in-house including rye whiskey, New England Spirits (rum) and liqueurs.

There is no charge for the event. Feel free to invite other CEOs and business owners (Please make sure your guests register as seating is limited.

Please RSVP today as space is limited.


Add to Calendar
Wednesday December 7, 2016
from 5:00 PM to 7:30 PM EST





Boston Harbor Distillery

12R Ericsson St.
Boston, MA 02122

Driving Directions 


Jim Moniz

The CEO Leadership Summit

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