It’s Not Just Business. It’s Definitely Personal!

WISCONSIN CHAPTER EVENT

It's Not Just Business. It's Definitely Personal!


Banks love them. Business owners hate them. The personal guarantee. Many business owners personally guarantee the debt their company takes on. When they exit the business, they are often not released from these guarantees. However, these lingering personal guarantees can have very unexpected consequences as a recent Wisconsin court case demonstrates.

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Learning Objectives:

  • Role of the personal guarantee
  • Importance of managing the guarantee throughout the life of the loan
  • Implications at the time of ownership transition
  • Recent court cases
  • Strategies for negotiation

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About the Presenters:

Our distinguished panel includes three attorneys from Reinhart Boerner Van Deuren

About the Presenters

 

THANK YOU TO OUR SPONSORS:


This meeting offers location options in both Madison and Milwaukee.

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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


Greg Monday
David Sisson
John Wink

Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP credit (pending)

 

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.