GROWTH. TRANSFER. LEGACY.
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During this meeting, we will have a wide-ranging panel discussion on the different types of funding methods for transferring a business. Subject matter experts from various professions will be represented on this panel. As always, we will also provide our guests with an opportunity to develop relationships with like-minded professionals and then have a panel that will introduce and debate strategies to prepare a business for the future.
Tim O'Connell – B2B CFO
Jim Brace - Brace MCS
Colleen Healy - Clingen Callow & McLean, LLC
David Meier - Maven Capital Advisory
Moderated by Peter Holton - Caber Hill Advisors.
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