The Year of Risk and Its Impact on Owning a Business

WISCONSIN VIRTUAL CHAPTER EVENT

The Year of Risk and Its Impact on Owning a Business


2020 has been the year of risk.  Between the pandemic, economic challenges and robust political and social justice issues, the impact on businesses has been profound.  Join us to learn and discuss the effects the year has had on business owners, their ownership transitions and company valuations.

 

Learning Objectives:

  • Learn how business valuations have adjusted in response to the pandemic
  • Discover how owners and advisors are addressing their transitions and the impact on mergers & acquisition activity
  • Hear and share how other advisors are adapting their service models to support owners and their businesses

 

About the Presenters:

Learn from a panel of industry experts including Dan Peterson, Managing Director, Valuation Research Corporation, and Anthony Law, Managing Director, Valuation Research Corporation, moderated by Martha Sullivan, President, Provenance Hill Consulting, LLC.

Meet the Presenters

 

This meeting will be hosted on Zoom.

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 Presenter


Anthony Law

Anthony Law

Managing Director, Valuation Research Corporation

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Dan Peterson

Dan Peterson

Managing Director, Valuation Research Corporation

VIEW BIO

Martha Sullivan

Martha Sullivan

President, Provenance Hill
Consulting, LLC

VIEW BIO


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).