Wed, Mar 10
Mon, Apr 13
Thu, Mar 19
Thu, Jan 23
Annual Summit Host
you have a client who is in need of sophisticated corporate legal advice and representation for a VC financing, Private Equity recap, and/or M&A event.
Gold Sponsors
Silver Sponsors
A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.
When a company needs an Client Accounting Services Firm
when you need a catalyst in guiding business owners to discover their personal values, goals and objectives, to ensure their end-in-mind objectives are met upon their business exit and/or transition
when a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.
A middle-market company or PE firm is in need of $2-$25MM for acquisition or other term debt to fuel growth. Loans, working capital lines, acquisition lines, equipment lines, and owner-occupied RE.
In an event of; Growth Initiatives, Merger & Acquisition, Exit Planning, Partnership Disputes, Debt or Investment Financing
You are seeking guidance on developing a transition strategy for the sale of a business, taking a company public, or to leverage your personal balance sheet to create liquidity.
A business is planning a significant transition.
Bronze Sponsors
The tax structure of a transaction requires evaluation and understanding
your family business clients need help with strategic planning, profitability, organizational sustainability, professionalism, operating rhythm effectiveness and unexpected problem solving.
You or a client needs experienced deal counsel for middle market transactions.