2018 WISCONSIN OWNERS FORUM

WEDNESDAY, NOVEMBER 7

Changing the Outcome for Middle Market Business Owners in Wisconsin


Your aspirations and hard work have carried you far in life and have contributed greatly to your creation of considerable wealth, which for the time being is concentrated in your business. There will come a time when that ownership will transfer – and whether it be on your terms or the terms of others is really up to you.

Just as your aspirations have guided you in the creation and evolution of your business – why not also aspire to create additional value and ultimately exit your business in the best possible fashion?

  • The very process of preparing a business for sale can, in fact, become a value enhancement exercise as you may well determine that the appropriate outcome is to keep your business and pursue an Advanced Value Creation strategy.
  • The ultimate proceeds from your exit will be well planned for and handled through the development of a synergistic personal financial plan.
  • You can become one of the relatively few (roughly one fourth) of business owners who a year after their liquidity event confidently feel that they have achieved a successful capstone to their career.

About the Owners Forum:

The 2018 Wisconsin Owners Forum is an interactive educational event for business owners and their key partners to hear from award-winning industry leader, Christopher Snider, alongside local experts and leaders in the fields of business strategy, exit planning, succession planning, and marketplace trends. Get a sneak peek by watching the video below!

This event attracts 100+ entrepreneurs and established owners every year to learn and grow their understanding of how to create an attractive and ready business so that you can exit when you want and on your own terms.

This event is held at Reinhart Boerner Van Deuren s.c.

Address: Waukesha Conference Center; N16 W23250 Stone Ridge Dr, Waukesha WI 53188
Click to view parking directions 

DOWNLOAD WISCONSIN STATE OF OWNER READINESS

Recent studies show that 66% of the current American business market is owned by Baby Boomers, who are set to transition over the next zero to ten years. Statistics also show that only 20% – 30% of businesses that go to market actually sell; leaving up to 80% of those without solid options to harvest their wealth and ensure economic continuity into the next generation. An owner who is “ready” with an attractive business greatly increases the odds that the business will survive a transition of hands. The question is, how ready is your marketplace? Find out now by downloading the 2018 Wisconsin State of Owner Readiness Report!

DOWNLOAD NOW

Meet the Experts


In particular, we believe you will be inspired by the passion, knowledge, and excellence of our expert presenters – all of whom are internationally recognized thought leaders in the fields of exit planning, succession planning, and business strategy.

Christopher Snider, CEPA

Christopher Snider, CEPA

Opening Keynote Speaker:
CEO & President of Exit Planning Institute,
Creator of the Value Acceleration Methodology,
Award-winning Author of Walking to Destiny,

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David Buslee

David Buslee

Partner,
Clarity Management LLC

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Tracy Dalton, CPA, J.D., LL.M.

Tracy Dalton, CPA, J.D., LL.M.

SVP Wealth Fiduciary Services Manager,
Johnson Financial Group

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Jennifer R. D’Amato, J.D., LL.M.

Jennifer R. D’Amato, J.D., LL.M.

Shareholder,
Reinhart Boerner Van Deuren s.c.

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Scott Miller, CPA/ABV, CVA, CEPA

Scott Miller, CPA/ABV, CVA, CEPA

President & Founder,
ESI Equity

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Bill Otto, CEPA

Bill Otto, CEPA

Financial Advisor,
IAG Wealth Partners, LLC

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Erik Owen, CPA

Erik Owen, CPA

President,
Oak Hill Business Partners

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David J. Sisson, J.D.

David J. Sisson, J.D.

Shareholder,
Reinhart Boerner Van Deuren s.c.

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Martha L. Sullivan, CPA, CVA/ABV, CM&AA, CEPA

Martha L. Sullivan, CPA, CVA/ABV, CM&AA, CEPA

Partner, Business Transition Strategies Group
Honkamp Krueger & Co., P.C.

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Lori A. Watt, CFP

Lori A. Watt, CFP

President & Founder,
IAG Wealth Partners, LLC

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Event Emcee: Scott Snider, Vice President of Exit Planning Institute, Author of Fishing for Value

 

 

 

For Advisors


The Owners Forum is a private event and does not accommodate open registration for advisors. However, you and one of your business owner clients can join in this experience.  As the purpose of this event is to educate and empower local business owners, you must bring a client in order to attend.  We do limit the number of chapter members that can attend this event, but if you are interested, please contact Josh Koza at (216) 712-4244 or email JKoza@Exit-Planning-Institute.org. We look forward to assisting you.