Demystifying Private Equity: What is it? How Does it Work? When is it the Right Option for a Business Owner?

NORTHEAST WISCONSIN VIRTUAL CHAPTER EVENT

Demystifying Private Equity: What is it? How Does it Work? When is it the Right Option for a Business Owner?


**The February Northeast Wisconsin Chapter meeting, “Demystifying Private Equity,” has been postponed. We look forward to resuming chapter meetings when we can safely gather in person. Be sure to subscribe to our email list for the latest updates!

 

There are many options for business owners to exit their business.  Private equity is just one vehicle that a seller can choose to provide a partial or full exit.  Join our panel of private equity firms to share their perspectives.

 

Learning Objectives:

  • Understand private equity and how it works
  • Understand the differences between private equity firms and what they are looking for in a business.
  • Understand how private equity can be used in a transition, including a full or partial exit of a business.

Meet the Presenters:

Learn from industry experts, Rob Macklin, Attorney, Epiphany Law; Thomas Nye, Director, Generation Growth Capital; Steve Peterson, Managing Director, Bel Air Growth Partners; Jayne McQuillan, President/Owner, Journey Consulting, LLC.

 

Thank you to our sponsors:

 

 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Northeast Wisconsin 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.EPINortheast.org.

About the Presenters


Rob Macklin

Rob Macklin

Attorney, Epiphany Law

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Thomas Nye

Thomas Nye

Director, Generation Growth Capital

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Steve Peterson

Steve Peterson

Managing Director, Bel Air Growth Partners

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Jayne McQuillan

Jayne McQuillan

President/Owner, Journey Consulting, LLC.

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Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour (pending approval)

One (1) CFP hour (pending approval)

One (1) CEPA 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 the Exit Planning Institute (EPI).