Collaboration in Action!


Collaboration in Action!

It’s one thing to talk a good game around collaboration.  It’s another to actually build the infrastructure and systems to perform as a connected, collaborative team on client engagements.  In this session, we learn from the pros that are leading the industry in collaborative engagements.


Learning Objectives:

Successful collaboration depends on strong support systems.  In this session we will learn:

  • Setting clear expectations for performance and defining roles and responsibilities amongst capable and strong advisors
  • Best practices for documenting your agreement
  • Tips for managing the group throughout the engagement(s) with the client
  • The secret sauce for pitching the collaborative approach to the client

This is sure to be a lively conversation!  Join us.


About the Presenter:

Learn from guest expert, Melisa Silverman, Managing Partner, The Founders Group.

Meet the Presenter


This hybrid meeting will allow you to join either in person or virtually.


Brookfield: Westmoor Country Club, 400 S Moorland Rd, Brookfield, WI 53005

Madison: Johnson Bank, 5201 East Terrace Drive, Madison, WI 53718

Virtual: Zoom


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

About the Presenter

Melisa Silverman

Melisa Silverman

Managing Partner, The Founders Group

Meet Melisa Silverman.

Ms. Silverman is a Partner in The Founders Group, a national company focused on providing business transition services for closely held companies using a holistic and collaborative process that interferes the least in the business, yields business results increasing cash flow, profits and business value and frees up time for the business owner.

Ms. Silverman is also the President of Avenue M Advisors, Inc., a national, boutique business valuation and consulting services company.

Previously, Ms. Silverman worked for and consulted with large and medium size companies such as Sonare Technologies, a division of Herman Miller, Peregrine Systems and 3E Company.

Ms. Silverman’s experience includes:

  • Performing valuations for investment purposes, such as partner buyout, ESOP compliance, IP valuations to tax related purposes, such as a company structure conversion, potential capital gains tax, estate and gift tax compliance, IRC §409A compliance, purchase price allocations; to litigation support purposes, such as a divorce, shareholder dispute, bankruptcy, lost profits determination or intellectual properties.
  • Working with companies in the preparation of their business for sale, performing due diligence, performing financial and operational assessments, strategic and business planning, developing cash flow projections, feasibility studies, assessments, creating business development strategies, analysis of potential acquisitions, assisting clients with financing needs, and much more.
  • Negotiating with strategic partners and assisting them with sales, marketing, training, and operations to sell the Company’s products and services. Focus on vertical markets including retail, utilities, transportation, healthcare, and manufacturing.
  • Involvement in multiple acquisitions and participated in the due diligence, negotiations, acquisition announcements and integration plans and implementation of the acquired companies.


Indiana University, Bloomington, IN – 1991

  • Bachelor of Arts Degree in Political Science and Psychology
  • Dean’s List

Nova Southeastern Shepard Broad Law Center, Ft. Lauderdale, FL – 1995

  • Juris Doctorate Degree
  • Book Award, Legal Research & Writing
  • Moot Court Society


Professional Accreditation

  • Certified Exit Planning Advisor (CEPA) from the Exit Planning Institute (EPI)
  • Certified Valuation Analyst (CVA) from the National Association of Certified Valuators and Analysts (NACVA). NACVA’S CVA® designation is the only valuation credential accredited by the National Commission for Certifying Agencies® (NCCA®), the accreditation body of the Institute for Credentialing Excellence™ (ICE™)
  • Senior Business Analyst (SBA) from the International Society of Business Analysts
  • Certified Machinery & Equipment Appraiser (CMEA) from the National Equipment & Business Brokers Institute


Ms. Silverman lives in Los Angeles, California and enjoys a variety of outdoor activities including tennis, golf, water sports, hiking, working out and skiing.  She is involved in her community and volunteers for several non-profit organizations.