Date/Time
3/12/2024
4:00 PM - 6:00 PM Central
4:00 PM - 6:00 PM Central
Sponsors
Event Type(s)
Member Event
Event Description
You’ve worked hard to get your business where it is today.
But, what does the future hold?
Do you have a plan for when it’s time to transition to the next step?
Join Citizens Bank for a panel discussion to explore strategies to preserve your legacy.
Panel consists of the following experts in their fields:
But, what does the future hold?
Do you have a plan for when it’s time to transition to the next step?
Join Citizens Bank for a panel discussion to explore strategies to preserve your legacy.
Panel consists of the following experts in their fields:
- LeAnne Foster – LF Advising
- LF Advising focuses on sell-side and buy-side merger and acquisition services for privately held companies.
- Mike Wirth – Copper Truss Capital
- Copper Truss Capital Partners is a private investment firm focused on family and founder owned companies.
- Eric Strebe – ESOP Partners
- ESOP Partners helps closely held companies transition to employee ownership and advises existing ESOPs.
- Eric Olson – AVP of Business Banking at Citizens Bank, panel moderator
Location
Contact Person
Cheryl Chapman
(phone: 262-378-4841)
(phone: 262-378-4841)
Details
Outlook/vCalendar/Google
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| 3/12/2024 |    |
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