Join other family & closely held companies as we navigate the complex issues of maintaining a successful, sustainable family or 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.

A distinguished group of family business owners and leaders joined BizTimes Media for idea sharing and hands-on learning at the Family & Closely Held Business Summit. The program helped attendees look past the pandemic to what’s next as companies work to recreate their company culture, grow through innovation and transition to a new generation of leadership. The event featured a keynote conversation, panel discussion and three breakout sessions. Keynote Speaker:

• Carl Rick, Training Manager/Third Generation Spokesperson, Kwik Trip (1)

Panelists:

• Ollie Ellsworth, President, GDI Adhesives (2)
• Martin Gallun, Chairman/Owner, Metalcraft of Mayville, Inc. (3)
• Lacey Sadoff, President, Badger Liquor (4)
• Andrew Steinhafel, President, Steinhafels (5)

Master Your Growth Goals
Meeting your goals requires planning. We will discuss the how and why of establishing breakeven points by department, service, product, and/or location. The session will include an interactive discussion – bring your questions.

Presenter: Nancy Mehlberg, CVB, EA, Principal, SVA Certified Public Accountants

Living Through the Sale of Your Business
Dick Hensley interviews Nick Fricano, Founder & CEO of Healthfuse Nick will talk about living through the sale of his business in 2020 to a private equity firm: pre-sale, transition, and post-sale where Nick currently serves as Healthfuse CEO.

Moderator: Dick Hensley, President – S.E. Wisconsin, National Exchange Bank & Trust

Proposed Wealth Tax Changes Under the Biden Administration

President Biden and several senators have either proposed legislation or indicated a desire to change various wealth tax provisions, including the estate tax exemption amount, capital gains tax rates, and the “step up” in basis at death. This presentation will provide a summary of the current wealth tax system, the proposed changes, and steps to consider now or in the near future to minimize such taxes.

Presenters:
Jacqueline L. Messler, Corporate, Tax, Trusts, Estates and Succession Planning Attorney & Shareholder, Davis|Kuelthau, s.c.
Mark J. Andres, Corporate, Tax, Trusts, Estates and Succession Planning Attorney & Shareholder, Davis|Kuelthau, s.c.

• 2020 Family & Closely Held Business Summit
• 2019 Family & Closely Held Business Summit
• 2018 Family & Closely Held Business Summit
• 2017 Family & Closely Held Business Summit
• 2016 Family & Closely Held Business Summit

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.