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Chapter Events
Wed, May 22nd, 2024 â‹… 11:30am - 1:00pm (CDT)
Founding Sponsors
Founding Sponsors
Philip Seibel - Call me when...
Clients have needs to be addressed in an exit plan that involve life insurance.
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Allen Bertin - Call me when...
you know an owner or executive of a privately held company in need of legal assistance in forming, growing or selling his or her business.
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Jay Mezera - Call me when...
you have questions about Federal or state tax planning or compliance, business valuations, entity structuring or mergers and acquisitions.
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Mark Frazier - Call me when...
you have a need for holistic wealth planning and investment management before and after an exit.
Annual Sponsors
Annual Sponsors
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Brad Mayer - Call me when...
an opportunity arises to engage a wealth management team that can guide you on maximizing the value of your business, advise you through the transition, and design a wealth management strategy to preserve your legacy.