Evanston Advisors Principal to Present at University of Chicago Entrepreneurial Roundtable

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Evanston Advisor Principal, Dave Jackson, and Cross Com National founder, Bruce Leech, will be presenting keys to successful business owner transitions, based on their personal experience and research with other business owners.

Evanston Advisors principal, Dave Jackson and Cross Com National founder, Bruce Leech, will be presenting at the University of Chicago Entrepreneurial Roundtable on August 17. Both Dave and Bruce are former business owners who have successfully transitioned out of their businesses. From their experience as well as research with other business owners who have transitioned, they have gleaned important keys to successful transitions.

  •     Nationally, over 50% of middle market businesses will change ownership in the next 5 to 10 years.
  •     Research shows that over 80% of former business owners were dissatisfied with the process or the results of transferring ownership and control.
  •     For business owners, departing from the business is always a major transition, not only for the owner, but also for his or her spouse and family.

Dave Jackson founded FirstChoice HealthCare, a middle-market home health care company with offices throughout Northern Illinois and St. Louis. Bruce Leech founded Cross Com National, a company that installs and services IT systems for large national retailers. Together they have founded evolve, a membership organization where both active and former business owners come together in community for peer mentoring and transition planning.

To learn more about the University of Chicago Entrepreneurial Roundtable or to register for the August 17 presentation, go to http://www.entrepreneurialroundtable.com.

Evanston Advisors is a holistic financial planning and investment management firm offering advice to families and their related businesses, trusts, estates, and charitable organizations. The firm provides planning and advisory services in the areas of securities investments, estate planning, trust planning, budgeting, transition planning, college funding and tax counseling.

Evanston Advisors was founded in 1982. The firm's principals are Keith Cantrell, CPA, CFP®, David Jackson and Nathan Snodgrass, CFA, CFP®. Evanston Advisors is located at 1827 Walden Office Square, Suite 104, Schaumburg, IL 60173; (847) 397-3000; http://www.evanstonadvisors.com.


Tim Obendorf
Evanston Advisors


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