Business & Tech
EPI Presents "Preparing A Client For A Private Equity Exit"
Exit Planning Institute, Wisconsin Chapter, Program To Be Held Simultaneously In Madison and Milwaukee, Wisconsin
The Wisconsin Chapter of The Exit Planning Institute (EPI) is presenting “Preparing a Client for a Private Equity Exit.” The program is May 14, 2019 at 8:00 a.m. – 9:30 a.m. in two locations, Milwaukee and Madison, Wis. Networking begins at 8:00 a.m., and the program begins at 8:30 a.m. Fee for the program is $25.
Presenters at the event are David Bartelme, Managing Director, Borgman Capital LLC; Mike Mack, PS Capital Partners; Drew McCuiston, Co-Founder, The Firefly Group; and moderator David Buslee, Partner, Clarity Management, LLC.
Martha Sullivan, CPA, CEPA, president of EPI’s Wisconsin Chapter, said, “As advisors working with business owners, I often get resistance when I suggest private equity as an exit option to my clients. There is a mystery and often misconceptions around what private equity really offers as an alternative. This session will arm advisors with a better understanding of what private equity is and isn’t and how it may be a great path for our clients looking to transition and/or infuse new energy into growing and building value in their companies.”
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The Milwaukee workshop will be at Reinhart Boerner Van Deuren s.c., 1000 N Water Street, Suite 1700, Milwaukee, Wis. 53202. To register, go to https://ox242.infusionsoft.com/app/manageCart/showManageOrder
The Madison workshop will be at Honkamp Krueger & Co., P.C., 251 Progress Way, Suite One, Waunakee, Wis. 53597. To register, go to https://ox242.infusionsoft.com/app/manageCart/showManageOrder
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The Wisconsin Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for middle market owners looking to grow, transition, or exit their business. The purpose of the Wisconsin Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the community.
We develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful growth and exit of their business. Our chapter develops, encourages and fosters the adoption of best practices for the exit planning profession. For more information, visit www.EPIWisconsin.org.