Family & Closely Held Business Summit

Join other family & closely held companies and learn how to navigate many of the complex issues related to growing a successful and sustainable family and closely held business. It’s your opportunity to learn and network with others who are on the same journey as they strive to build wealth and create a lasting legacy.



The 2016 event began with an inspirational keynote from Tom Deans, New York Times best-selling author of Every Family’s Business. Having successfully run2016-Family-Business-Keynote-Tom-Deans his father’s business and helping to sell it at peak value before the 2007 crash, Tom has emerged as a leading global expert on family business dynamics.

The panel discussion featured family and closely-held business owners, including:

  • Scott Larson – President/COO, Gustave A. Larson
  • Deborah Anguil – COO, Anguil Environmental
  • Eric Olesen – Owner & President, O&H Danish Bakery
  • Theodore Perlick Molinari, Component Assembly & Brewery Fittings Supervisor, Perlick Corporation


All attendees received Tom’s New York Times best-selling book “Every Family’s Business”.

Following the keynote and panel, attendees selected from 20 round tables:

  • Business exit strategy: timing, options and who could be the right partner…. It’s not all about the money.
    • Jerry Jendusa, co-founder, STUCK LLC
  • Current State of the Merger and Acquisition Market
    • Ryan Olsta, CFA, managing director – investment banking, Cleary Gull
  • Dividing The Family Cake. What’s “Fair”?
    • Ann Rieger, attorney, shareholder, Davis & Kuelthau, s.c.
  • Does the Next Generation love your business enough to buy it?
    • Tom Deans Ph.D., intergenerational wealth expert & author
  • Eight key areas that drive value in your business
    • Nancy Mehlberg, certified value builder™, SVA Certified Public Accountants
  • Family & Corporate Philanthropy: How you can make a difference
    • Marybeth Budisch, philanthropic advisor, Greater Milwaukee Foundation and Mark Maurice, philanthropic advisor, Greater Milwaukee Foundation
  • Family dynamics: The Parent/Child relationship in the Family Business
    • David Borst, executive director and COO, Family Business Legacy Institute
  • FLSA Overtime Changes. Is Your Business Ready?
    • Laurie Meyer, shareholder, Davis & Kuelthau, s.c.
  • How informed, involved, and invested are your strategic advisors in your business?
    • Dick Hensley, president, American Bank
  • Innovation Strategies and Next Generation Entrepreneurs
    • Robert Holton, vice president – private client group, Cleary Gull Advisors
  • Insights to having crucial conversations in your family business.
    • Meridith Jaeger, executive director, Wisconsin Family Business Forum and Kay Fett, president, K. fett resources!
  • Intellectual Property: It’s Your Asset, Protect It
    • Joseph S. Heino, shareholder, Davis & Kuelthau, s.c.
  • Leadership Development in the Family and Closely-Held Business
    • Dan Schroeder, Ph.D., president/CEO, Organization Development Consultants, Inc.
  • Maximize your tax planning before you sell – there are more strategies than you think
    • Joel Nettesheim, principal, SVA Certified Public Accountants, S.C.
  • Preparing the Next Generation: What do they really need to know?
    • Sherry Herwig, director, UW Family Business Center and Nicole Bettinger, operations manager, UW Family Business Center
  • Re-thinking Sales & Marketing to Scale Your Business Now
    • Todd McLees, founder & managing partner, Pendio Group
  • Successful Habits of Family Business Successors
    • Dean Fowler, Ph.D., president and owner, Dean Fowler Associates, Inc.
  • The Changing Landscape of Cyber Security
    • Isaac Monteagudo, vice president, Swick Technologies
  • Understanding Financial Buyers – Private Equity and Family Offices
    • Jake Hansen, principal, Jacsten Holdings, LLC
  • Whether by acquisition or organically, how do I fund & finance my growth?
    • Gordy King, chief credit officer, American Bank

Highlight Video

Event Details

  • Thursday, June 2, 2016
  • 7:00 – 11:30 AM
  • Italian Community Center

Presented By


Supporting Sponsor

Interested in sponsoring an event? To reap the benefits of the ultimate in-person marketing opportunity contact Linda Crawford, Director of Sales, to discuss opportunities. Event sponsorships are limited.