FOOD FOR THOUGHT

Wednesday, November 19, 2025
7:45 a.m. Breakfast, 8:30-10:45 a.m. Program
Fluno Center and Online

Unlocking Economic Development Tools

Presented by Stafford Rosenbaum LLP

Many Wisconsin businesses are unaware of the wide range of economic development incentive programs available to them. From grants that support new ventures to valuable financing options for new construction or expansion projects, these opportunities are offered through state and local governments, non-profits, and other organizations. In this session, Jim Egle and Rick Manthe will share an overview of key programs and resources that Wisconsin family businesses can leverage to fuel growth and expansion.

Financing the Transition: Strategies for Business Succession and Exit Planning

Presented by Lake Ridge Bank

Join us to explore how conventional bank financing, borrower equity contributions, and seller financing can be structured in succession and exit planning scenarios. Using real-world case studies of both a family business transition and a third-party sale, we’ll highlight financial, estate planning, and wealth transfer strategies that help ensure business continuity, promote family fairness, and protect long-term legacy goals.