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Food for Thought

Thursday, April 11, 2019

Breakfast and program 8th floor Skyview room
Breakfast 7:30 - 8 a.m.

Program 8 โ€“ 10:15 a.m.

Legacy Planning for the Family and Business

Sponsored by Resonant Capital Advisors

Most business owners know that they need legal, tax, insurance and other professional service help. Most also understand that they need to plan for future change โ€“ ownership and leadership transitions, financial and estate planning, retirement and more. But how should they think about and pass on their accumulated knowledge, values, experience and history โ€“ their legacy? The Resonant Capital Advisors team will discuss how they launched their business with these issues in mind, and their presentation will help participants think about the steps they can take to ensure that their individual, family and business legacies are captured, communicated and planned for.

How to Work with Your Bank to Develop an Effective Acquisition Strategy

Sponsored by Associated Bank

A strategic acquisition can help your company redeploy excess capital, vertically integrate, broaden capabilities and/or product line, diversify and grow. Through a panel discussion lead my Marc Pressler, Segment Head for Associated Bank, discover how your company can partner with your bank, accounting team and a M & A advisor leading a search to identify target companies that meet your acquisition strategy. Joining Marc on the panel will be Doug Lovette of Third Coast Capital Advisors, Robert Brothers of Associated Bank and Theran Welsh of SVA to discuss the various elements of an acquisition search, due diligence, financing and integration.