A 2019 Market Perspective on the
Third-Party Sale Alternative

WISCONSIN CHAPTER EVENT

A 2019 Market Perspective on the Third-Party Sale Alternative


John, Tim, & Erik will discuss assessing the salability to strategic and financial buyers and the current state of the art (sale process) in 2019.

 

Learning Objectives:

  • A deeper understanding of what makes a business salable
  • A review of the current state of the sales process

 

About the Presenters:

Learn from industry experts, John R. Peterson, Managing Director, Cleary Gull, Timothy P. Reardon, Shareholder, Reinhart Boerner Van Deuren s.c. Attorneys at Law, Erik Owen, President at Oak Hill Business Partners.

About the Presenters

 

This meeting offers location options in both Madison and Milwaukee.

Madison Location: Honkamp Krueger & Co., P.C. | 251 Progress Way, Suite One Waunakee, WI 53597

Milwaukee Location: Reinhart Boerner Van Deuren s.c. |1000 N Water Street, Suite 1700, Milwaukee, WI 53202

 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIWisconsin.org.

About the Presenters


John Peterson

John Peterson

Managing Director, Cleary Gull

VIEW BIO

Timothy P. Reardon

Timothy P. Reardon

Shareholder, Reinhart Boerner Van Deuren s.c. Attorneys at Law

VIEW BIO

Erik Owen

Erik Owen

President at Oak Hill Business Partners.

VIEW BIO


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® Credit (pending approval)

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.