A business transition can be the most significant financial decision you ever make—it shouldn’t be cloaked in confusion. A host of experienced professionals from the M&A world will address your concerns and bring clarity to the process. Learn key factors which influence value and steps you can take to streamline the process.
Agenda includes:
- Opening address and keynote speaker: Vince Shiely of Lubar & Company will present “10 Ideas for Personal and Business Success”
- Panel discussion, facilitated by Ann Hanna of Taureau Group. Panel includes:
- Anthony Cavalco, President & CEO, TruVenture Composites, LLC
- Corey Vanderpoel, Managing Director & Owner, Taureau Group
- Michael Daniels, President & CEO, Nicolet National Bank
- Steve Elias, President, BAYCOM, Inc.
- Breakout sessions (choose one):
- Increasing value before and during the sale
- Limit your post-closing liability—insurance before & after the deal
- Integration cultures upon a transaction
- Expanding through acquisition
This forum is geared toward business owners and executive management. There is no cost to attend.
Venue
Bridgewood Resort Hotel & Conference Center, 1000 Cameron Way, Neenah
Time
2:30 – 5 p.m. Registration begins at 2 p.m. Reception to follow.
Presented by:
In partnership with: