M&A Forum, presented by BizTimes Media
All Systems Go
Keynote Conversation
Panel Discussion
Business sellers and buyers discuss best practices and lessons learned.
Panelists:
-
Blake Knickelbein, Shareholder, Corporate Law Practice, Reinhart Boerner Van Deuren s.c. (3)
-
Kip Ritchie, CEO, Potawatomi Ventures (4)
-
Terry Smith, Co-Founder & Partner, Willis & Smith Capital (5)
-
Jerry Voors, Former Owner/President, Arrow Sewing, Elkhorn, WI (6)
Moderator: Ann Hanna, Managing Director & Founder, Taureau Group LLC (7)
Breakout Sessions
Following the panel, attendees can attend tactical breakout sessions further diving into topics that today’s buyers or sellers need to know, including:
The cultural engine: Preparing for the journey ahead
An effective M&A strategy relies on an aligned vision, optimized talent and clarity in the trajectory, all of which require the right pilot and crew members. In this session, you’ll learn about frameworks that are critical to preparing for launch and a successful mission, focused on the people practices necessary for rocketing forward. Learn from examples while you build your own flight plan for cultural lift-off.
Presenter:
-
Shawn Gulyas, Founder & The Thought Catalyst, humanworks8
Prepping for Launch: Critical Acquisition and Wealth Planning Before the Close!
As you prepare to acquire a company or sell your business, having the right launch plan and team in place is crucial – starting early makes all the difference!
Old National Bank’s Kevin Anderson and Chris Brumfield will walk through key considerations for every business owner. When your business transitions, so do your personal plans. Are you ready? Together they will discuss the keys for planned preparedness to ensure smooth financing, tax and wealth planning strategies to preserve wealth, and the impacts of buying or selling your legacy for future generations. You’ll get ideas on how to structure these events to closely align with your values and goals. Bring your questions for this interactive session!
Presenters:
-
Kevin Anderson, Milwaukee Market & Business Banking President, Old National Bank
-
Chris Brumfield, Senior Vice President, Wealth Advisor, 1834, a division of Old National Bank
Are you running on all cylinders? Mission critical legal trends to ensure your M&A transaction takes off.
Reinhart attorneys will share the most significant legal considerations surrounding every M&A transaction, including reviewing various business, operational and structural topics to aid in risk management, identifying the optimum deal structures, trends in R&W insurance coverage and protecting value throughout the transaction process.
Presenter:
- Lindsay Neuens, Attorney, Corporate Law Practice, Reinhart Boerner Van Deuren s.c.
- Chris Rechlicz , Shareholder, Corporate Law and Banking & Finance Practices, Reinhart Boerner Van Deuren s.c.
Houston we have a problem: Avoiding glitches that keep your company value grounded
Experienced M&A professionals will share views on current market trends and provide insights on how to drive business value while avoiding common pitfalls. This session will offer practical advice and strategies for business owners seeking to prepare for and successfully navigate a transaction sale process.
Presenters:
-
Corey Vanderpoel, Managing Director & Co-founder, Taureau Group
-
Tyler Carlson, Director & Shareholder, Taureau Group
Selling A Business: Where To Start
If you’re about to or considering selling your business, you’re likely experiencing a flood of questions and new priorities. In this interactive presentation, Annex Wealth Management’s Brandon Lehman and Alec Durand will discuss many of the key questions you’ll ask, including who you should consult with, what tasks you should prioritize, and when you’re ready to make your move.
Presenters:
-
Brandon Lehman, CFP®, AIF®, Director of Annex Private Client
-
Alec Durand, JD | Estate Planning Attorney
Networking Reception
Date
- Mar 18 2025
- Expired!
Time
- 2:00 pm - 6:30 pm
Location
- 325 S Moorland Rd, Brookfield, WI 53005
