Carleton McKenna & Co

Material Handling is evolving through automation, innovation, and strategic partnerships. Explore industry insights and key trends driving growth in 2024, from logistics hubs to advanced equipment solutions.?How might these trends affect the 2025 outlook ahead? #MaterialHandling #IndustrialInnovation #MergersandAcquisitions #CarletonMcKenna

Owners excel at running their business, but selling it is a whole new challenge. Avoid costly mistakes in the process by learning from the top 10 pitfalls owners face. In part one of this series, we explore 5 common missteps and how to prevent them—from skipping an NDA to sharing too much info too soon. #BusinessSale #ExitStrategy #MergersandAcquisitions #CarletonMcKenna

This morning, Chuck Fenske will be presenting for Manufacturing Works. Chuck will dive into strategies that can help business owners enhance their impact on both their companies and the broader community. We’re looking forward to sharing insights with manufacturing leaders and exploring practical steps for creating a resilient, thriving business environment. #ManufacturingWorks #BusinessLeadership #CarletonMcKenna #SuccessionPlanning??

Chuck Fenske is excited to join local thought leaders on a panel for the Hudson Community Foundation to partake in an insightful discussion focusing on the sale of business, private equity and liquidity events tailored to residents, business owners, and CPAs looking to deepen their understanding of these crucial topics. Looking forward to an engaging discussion with locals committed to building a strong future for their community and beyond! #HudsonCommunityFoundation #BusinessLeadership #CarletonMcKenna #SuccessionPlanning?

Carleton McKenna is thrilled to announce that Chuck Fenske will be speaking to members of the Cleveland Metropolitan Bar Association on November 12th. Over the last five years, private equity has entered the construction and engineering industry, and it has had a profound impact on how owners think about succession planning and exiting their business. Chuck will provide insight on: ? - What is the current M&A market in the construction industry? - What are the different options for succession, and which best fits a client’s personal and transition goals? ? - What does an investment banker do, and does my client need one?? ?? Leave a comment to let us know if you are attending! We look forward to seeing you there. #ClevelandMetroBar #Construction #CarletonMcKenna #SuccessionPlanning?

Discover insights into the evolving PEO landscape, from tech-driven transformations to challenges posed by rising interest rates. Learn how regulatory changes are reshaping HR outsourcing and what’s ahead for the industry. #ProfessionalEmployerOrganization #HumanResources #BusinessGrowth

Carleton McKenna & Co Fantasy Football Update, Week 9: Our approx 7-way tie for 4th place has now separated the wheat from the chaff, with Paul Carleton and Christopher McKenna decidedly in the latter category... Meanwhile, Alexis Becker, MBA and Patricia Conway Otcasek walk away with BIG wins. Brandon Novak stays alive entering back into the 11th place tie with David Jeziorowski and quick shout out to Justin Tucker to being one of my most consistently high-scoring players. The power rankings look like a weather system from the Black Lagoon, but hey, everyone drafts by Magic 8 Ball, right?

?? Exciting News! Tomorrow, Chuck Fenske will be speaking to members of the Builders Exchange about Succession Planning in the Construction Industry and how the entry of private equity has changed it. This webinar is designed to provide valuable insights on preparing for the future and ensuring a smooth transition for businesses in this dynamic field. If you’re a member of the Builders Exchange, and are interested in securing the legacy of your business, this is a must-attend! Not a member? No worries. Check out the registration link to learn about how you can join this informative session. https://lnkd.in/e9SSpEj6? #Construction #SuccessionPlanning #BuildersExchange #CarletonMcKenna

Planning to sell your company? Involving your management team early and offering the right incentives can make all the difference. It's an investment in a smoother sale and a stronger future. #ExitPlanning #Sale #Incentives #CarletonMcKenna

Breaking Fantasy Football News at Carleton McKenna & Co: Patricia Conway Otcasek with a MAJOR upset of 7-week reigning champ, E. M. de Windt, Jr. To continue our rollercoaster of emotions: gearing up for a late surge playoff run (channeling our Cleveland Browns), David Jeziorowski finally got the W against Chuck Fenske, while the battle of the CPAs raged with Joe Belz III, CPA sneaking past Matt Jones, CPA by <2 points to a nail-biting finish. It should come as no surprise that Alexis Becker, MBA beat Brandon Novak, but no one was more surprised than me to see my team take Christopher McKenna's! We would have been more impressed by Emily Kuznik, MBA's huge win, had Paul Carleton fielded a full team (we blame David Jeziorowski, GM). E. M. de Windt, Jr. stays in first, but with fewest points against, also first in luck.