A Four-Win Succession Plan
Financial Management Track
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.
About Geoff Eliason and Andy Limes
Geoff Eliason. Geoff Eliason serves as principal at SDR Ventures, a Colorado firm providing clients with business consulting, venture capital, and consulting around mergers and acquisitions (M&A). Prior to joining SDR, Geoff acquired, grew, and sold a nationally recognized asset and wealth management company and served on the launch team of an Exchange Traded Fund (ETF) startup. Geoff leverages his 16 years of industry experience to serve M&A clients with enhanced business valuations and provides thought leadership to the entrepreneurial community.
Andy Limes. A co-founder of Colorado-based SDR Ventures, Andy works closely with clients to execute mergers and acquisitions (M&A), secure equity and debt financing, and maximize shareholder value during transfers of family-held businesses. Andy started his career in the tax practice of Deloitte & Touche and has more than 25 years of experience in strategic and transactional analysis. He is a CPA, holds Series 24, 62, 63, and 79 securities licenses, and sits on the nonprofit boards of Denver Seminary and Mission Hills Church.
Geoff and Andy in the News
- The RIA Channel: “The Deep Dive with Geoff Eliason, Principal of SDR Ventures”
- Mission Hills Church: “Ep. 1 | Leading when you have a Title”
Geoff Eliason & Andy Limes