Leaving Your Business is Inevitable. Plan Ahead to Avoid Potential Pitfalls (Milwaukee)

Date: November 6, 2018
Time: 7:30AM - 9:30AM CST
Location:
  • The Pfister Hotel
  • 424 East Wisconsin Avenue
  • Milwaukee, WI 53202, USA
REGISTER FOR THIS EVENT

Event Details:

Business transition planning creates and executes the strategy allowing you to transition your business When You Want...To Whom You Want...For The Money You Need. Planning also helps avoid the risks and pitfalls that will affect you financially as well as the future of the business.

Our panel of experts will share the how and why of:

  • Avoiding potential pitfalls
  • Preparing for buyer and seller setbacks
  • Getting the maximum value
  • Real life scenarios that could have been avoided


Presented by:


      OBrien-Tim
      Kuzera

Nicole Gralapp, CPA
Principal
SVA Certified Public Accountants
   

Nancy Mehlberg, CVB
Principal
SVA Certified Public Accountants
  Tim O'Brien, MBA, CFA
Principal
SVA Plumb Financial
      Keith Kuzera, AIF®
Wealth Manager
SVA Plumb Financial

 

SCHEDULE
  • 7:30am - 8:00am | Registration and Networking
  • 8:00am | Breakfast Served
  • 8:00am - 9:30am | Presentation and Q&A


COST
$20 (Each business will receive a customized exit planning assessment.)


This seminar is designed for business owners and their executive team looking to transition the business in the next 3-10 years.