Learn from experts and from those who have "done it" in this expert panel discussion with plenty of Q&A time.

The time to begin planning for business exit is the day you start it.  The fact is, that every moment spent planning for exit, is a moment spent making your business better, for exit, or for continued operation.  Every investment banker will tell you stories about the owner who did such a good job of preparing for exit, that they decided not to sell at all, reaping the benefits of a self-sustaining cash cow.  Either way, learn the key factors harvest the most from your business.

Expert Panel:

Tim Rahr, VP, Senior Business Transition Strategist, Wells Fargo Private Bank

Tim leads Business Transition Planning for the Northeast Region of the Private Bank.  He advises business owners on transition alternatives and strategies, integrating business valuation and dynamics, personal objectives, and wealth and tax considerations in the planning process. Tim and his team help owners achieve better outcomes while minimizing risk.

Beth Robillard, CFP® Senior Wealth Planning Strategist, Wells Fargo Private Bank

Beth develops and implements customized wealth plans based on a thorough understanding of a client’s financial goals, wealth transfer desires, philanthropic pursuits and legacy establishment. *

*Wells Fargo Private Bank offers products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.

Mike Kent, Managing Director, BellMark Partners, LLC

BellMark is a leading boutique investment banking firm, providing advisory and investment banking services to middle market and lower middle market companies in the consumer, healthcare, industrial, and business services sectors. Mike worked with Ryan Thomas in his preparation and negotiations with Thrive.

Joe Lanzi, CPA, Partner, Tonneson & Co.

Joe’s areas of concentration are tax planning and consulting to closely held business, their owners and high net worth individuals. His practice include transactional service, M & A, state and local taxation and corporate and individual tax advisory services. He works in collaboration with his clients in sophisticated tax, business advisory and strategic planning.

Dan O'Brien, Owner and CEO of Gibson Engineering

CEO Roundtable member Dan recently completed a sale of his industrial automation company to Applied Industrial Technologies.

Ryan Thomas, Owner and CEO of Timlin Enterprises

CEO Roundtable member Ryan recently completed a sale of his IT services company to Thrive Networks.