Taking Your Family Business from Successful to Significant

We are excited to collaborate with John Hancock Investment Management to offer small business owners valuable insights into enhancing the value of their organizations across various dimensions. During this event, John Hancock will present key findings from the "State of Owner Readiness Report." We will explore three common challenges faced by business owners during transitions, outline three crucial goals every owner should be preparing for, and delve into four key areas of capital within every business, and highlight the significance of having a strong professional team.

Following the presentation, the session will transition into an interactive workshop, providing attendees with a hands-on opportunity to assess their own businesses through the lens of these critical topics.

Speakers:


       Alex George

Alex has been partnering with the community at clients at Edward Jones since 2017.  He and his team are passionate about empowering the current generation and next generations of business owners in West Michigan, which is why he's immersed himself in learning value creation, succession planning, professional team engagement, and preserving family wealth for future generations with the Exit Planning Institute's Certified Exit Planning Advisor® designation.  Alex grew up in West Michigan and is proud to call West Michigan his home, along with his wife and two young children.


     Robert Maloof

Since beginning my career with Edward Jones as a Financial Advisor in 2006, I have been dedicated to helping my clients understand and meet their financial goals. My branch serves serious business owners, professionals and their families. Growing up in a family business and then managing a health and wellness consultancy before my career with Edward Jones I am especially equipped to understand the needs and challenges of family business owners. Before recommending any changes to your current strategies, we follow a holistic approach. By meeting with you face to face, it helps us better understand your needs. These discussions also help establish a comprehensive approach with your tax and legal professionals to develop and recommend personalized solutions. Our office is a welcoming and professional place where clients feel confident to talk openly about their financial situation today, goals for the future and their legacy. We are committed to deeply serving new and existing clients through long term relationships, building a roadmap to accomplish personal and professional goals for you and your business.


     Patrick Verdon

Patrick Verdon serves as the Regional Vice President, Business Consultant for greater Michigan with John Hancock Investment Management. He partners with financial advisors by providing global economic and market knowledge, portfolio construction and risk management support, and business practice consultation.
Prior to joining John Hancock Investment Management in 2018, he held the role as Financial Advisor with Merrill Lynch and Ameriprise Financial. Patrick brings over 12 years of industry experience. Patrick holds the Certified Investment Management Analyst® designation through the Yale School of Management.
He currently resides in Grand Rapids with his wife Maggie two daughters Sloane and Leighton, and son Banks. In his free time, Patrick enjoys golf, cooking, reading, and following Bay Area professional sports teams.