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Leaving Your Business is Inevitable. Plan Ahead to Avoid Potential Pitfalls (Milwaukee)

Event Date November 6, 2018
Event Time 7:30AM - 9:30AM CST
Event Location
  • The Pfister Hotel
  • 424 East Wisconsin Avenue
  • Milwaukee, WI 53202, USA

Business transition planning creates and executes the strategy allowing you to transition your business When You Want...To Whom You Want...For The Money You Need. Planning also helps avoid the risks and pitfalls that will affect you financially as well as the future of the business.

Our panel of experts will share the how and why of:

  • Avoiding potential pitfalls
  • Preparing for buyer and seller setbacks
  • Getting the maximum value
  • Real life scenarios that could have been avoided

Presented by:


Nicole Gralapp, CPA
SVA Certified Public Accountants

Nancy Mehlberg, CVB
SVA Certified Public Accountants
  Tim O'Brien, MBA, CFA
SVA Plumb Financial
      Keith Kuzera, AIF®
Wealth Manager
SVA Plumb Financial


  • 7:30am - 8:00am | Registration and Networking
  • 8:00am | Breakfast Served
  • 8:00am - 9:30am | Presentation and Q&A

$20 (Each business will receive a customized exit planning assessment.)

This seminar is designed for business owners and their executive team looking to transition the business in the next 3-10 years.