Business Owner Transition Planning Workshop

Business Transition Planning Workshop (Lunch and Learn)

Date: Wednesday, December 12th – Reservations required call (913) 341-6300
Time: 11:30 am to 1:00 pm (Box Lunch Provided)
Location: Building 40 Corporate Woods, 9401 Indian Creek Parkway, Suite 650, Overland Park, Kansas 66210

Whether you are nearing retirement or just starting out, it is never too early to think about the eventual transition of ownership. The topics to be covered will include:
· An overview of the transition planning process
· Business valuation
· Tips to increase the value of your business
· Preparing for a Strategic Buyer
· Ways to maximize the after-tax proceeds from a sale

ABMI is a full service Mergers and Acquisition firm specializing in small to mid-sized businesses. WWW.ABMI.NET. ABMI has been bringing buyers and sellers of businesses together in the Kansas City area since 1983 earning a reputation for their best-in-class approach and emphasis on consultative relationships. With a strong track record of success on both “buy-side” and “sell-side” engagements, the team of 11 professional intermediaries at ABMI handle transactions ranging from small or mid-sized businesses to middle-market mergers or acquisitions.

Speaker Profile

Dan LoIacono, CCIM, CBI, President, ABMI- Mergers and Acquisitions


Dan is the President of ABMI-Mergers and Acquisitions. ABMI has been bringing buyers and sellers of businesses together in the Kansas City area since 1983 earning a reputation for their best-in-class approach and emphasis on consultative relationships. With a strong track record of success on both “buy-side” and “sell-side” engagements, the team of 11 professional intermediaries at ABMI handle transactions ranging from small or mid-sized businesses to middle-market mergers or acquisitions.

Dan’s career has included over eighteen years of experience in brokerage, consulting, and management roles with an emphasis on commercial real estate. Dan has an undergraduate degree in Marketing and an Executive MBA from Rockhurst University. Dan is an active member of the International Business Brokers Association (IBBA), a Certified Business Intermediary (CBI), and a Certified Commercial Investment Manager (CCIM).

Dan is a recognized speaker in the Kansas City area speaking on topics including, “How to Buy a Business”, “How to increase the Value of Your Business”, and “Transition Planning for the Business Owner” at organizations including The Kaufman Foundation, Kansas Women’s Business Center, and many local chambers and professional associations. Dan has also been a regular correspondent on the morning radio show “Inside the Boardroom with Mike Shanin” on KMBZ sharing entrepreneurial insight.

Dan has served as a judge for the annual UMKC Institute for Entrepreneurship and Innovation New Venture Challenge Competition, and is a contributing author for the Kansas City Star, Small Business Monthly Magazine, and Entrepreneur’s Guide. Dan is on the Community Board for the Servant Christian Community Foundation (SCCF) and is an active volunteer for a number of organizations such as Junior Achievement, Operation Breakthrough, and Boy Scouts of America. Dan has earned a reputation for his high degree of integrity, passion for excellence, and giving back to the community.

Dan and his wife Sheri have been married for 21 years and have two wonderful children, Ryan (11) and Brooke (9). In his personal time Dan enjoys spending time with his family, camping, biking, attending his children’s sporting events, and helping out in the children’s ministry at church. Dan life is a reflection of his company’s vision statement, “To positively impact lives with a passion for excellence.”