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F117: Maximizing Profitability Through Tax Credits, Incentives and Succession Planning: Your Business, Your Terms

  • Date

  • Time

  • Experience Level

    Intermediate

  • Location

    Room S403B

Overview

Maximizing Profitability Through Tax Credits, Incentives, and Strategic Site Selection
In today’s competitive manufacturing landscape, optimizing costs and ensuring sustainable growth are essential. This session will explore how companies can leverage tax credits, incentives, and strategic site selection to drive profitability. Participants will gain insights into identifying tax credit opportunities for equipment purchases, hiring employees, workforce training, and R&D, as well as navigating legislative changes and compliance challenges. The session will also cover recent trends in site selection that align operational needs, infrastructure, and workforce capabilities, ensuring maximum benefit from available incentives. By attending, participants will learn practical strategies to reduce costs, improve efficiency, and enhance their company’s bottom line.
Cedric Colbert, Global Location Strategies

From Success to Succession: Your Business, Your Terms'
In this power-packed 30-minute session, serial entrepreneur and M&A advisor Erin O'Leary reveals the hidden drivers of enterprise value that can make or break your business transition. Through real-world examples and practical strategies, you'll discover how to identify and leverage key value multipliers while avoiding costly mistakes that can diminish your company's worth. Learn the proven framework for building sustainable value, scaling through strategic acquisitions, and positioning your business for a successful exit – whether that's tomorrow or years from now. This presentation delivers actionable insights that can immediately impact your business's market value and long-term success and "succession" potential.
Erin O'Leary, MBA, MBA - Pegasus Capital Inc.

About the Speakers

  • Cedric Colbert

    Global Location Strategies

    Biography

    As a Senior Consultant, Cedric helps companies make informed location strategy decisions that support growth and long-term success. He takes a tailored approach to each client, carefully evaluating their processes, key drivers, and risk factors to address critical needs related to location, logistics, workforce, and incentives. Cedric plays a key role on the Credits & Incentives team at GLS, leading incentive negotiation projects to ensure clients capture the full value of the benefits available to them.

    More Details about Cedric

  • Erin O'Leary

    Pegasus Capital Inc.

    Biography

    Erin O'Leary, MBA, is a serial entrepreneur turned M&A advisor who has lived the full spectrum of business transitions – from building and selling her own companies to managing multi-billion dollar transactions. As Founder of Pegasus Capital, she guides $5-25M companies through successful exits. Currently President of Penn State's Business School Alumni Society Board and Executive Committee Member of AM&AA, Erin speaks nationally on strategic value building and M&A.

    More Details about Erin

Pricing & Registration

Early-bird Pricing Through August 1

Sessions Member Price Non-Member Price
Individual Sessions $155 $175
Workshops $399 $480
Best ValueFull Conference
(5-10 Sessions)
$635 $720

Regular Rates After August 1

Sessions Member Price Non-Member Price
Individual Sessions $195 $220
Workshops $499 $599
Best ValueFull Conference
(5-10 Sessions)
$795 $900

Sessions Member Price Non-Member Price
1 Session $112.50 $125
2 Sessions $202.50 $225
3 Sessions $270 $300
4-8 Sessions $405 $450

Sessions Members Non-members*
Half-Day Workshops (W4, W11) FREE FREE
One-Hour Sessions (W12, W13, W14, W18) FREE FREE
Two-Hour Sessions (W16, W17) $50 $75
Weld-Ed Conference (W5) $50 $75
Half-Day Sessions (W2, W3, W7, W10) $345 $430
Full-Day Sessions (W6, W8, W9)* $565 $665
Two-Day Session (W1) $795 $895
Professional Program (W15) $395 $495

* Non-member price for AWS Welding Full-Day Sessions includes a one-year AWS Individual Membership.

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