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

NORTHEAST WISCONSIN CHAPTER EVENT

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


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 a panel of industry experts, including Jeff Beischel, Founding Partner/Managing Director, Wing Capital, Tom Nye, Director, Generation Growth Capital, Steve Peterson, Managing Director, Bel Air Growth Partners, moderated by Jayne McQuillan, CPA, MBA, CEPA of Journey Consulting, LLC.

 

Thank you to our sponsors:

 

This meeting will be held at The Marq.

Address: 3177 French Rd De Pere, WI 54115

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


Jeff Beischel

Jeff Beischel

Founding Partner/Managing Director, Wing Capital

VIEW BIO

Tom Nye

Tom Nye

Director, Generation Growth Capital

VIEW BIO

Steve Peterson

Steve Peterson

Managing Director, Bel Air Growth Partners

VIEW BIO

About the Moderator


Jayne McQuillan

Jayne McQuillan

CPA, MBA, CEPA of Journey Consulting, LLC.

VIEW BIO


Continuing Education


One (1) CPE Hour

One (1) CEPA Credit

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).