Will Petter
American Dream Legacy Advisors
Denver, Colorado
Professional Profile
Call Me When
Provide business owners with a tailored exit plan that preserves their legacy, rewards employees with wealth creation, and secures future growth for employees and transitioning owners
Professions
Accountant
Consultant
Functional Expertise
Board of Directors (for profit)
Business growth
Buy side/Acquisitions
Capital markets
Cash flow enhancements
Cash management
Change Management
Corporate finance
Debt
Due diligence
Equity
ESOPs
Financial Modelling
Lending
Mergers
Private equity
Sell side/Divestiture
Transaction advisory
Venture capital
Exit/Transition Planning
Worker cooperatives
Business Focus
Exit Advisor focused on employee ownership transitions
Client Industries
Energy/Utilities
Manufacturing
Real Estate/Construction
Advisor Resource Relationships
B2B CFO
EOS
EPI
Chapter information
Membership
Denver Individual
Member since
Member for 1 year
Chapter Leadership Role
Launch Committee, Membership, Sponsorship
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