Event Overview
Course Description:
The thought of one day having to exit or transition your business can be difficult. We get it, you’ve invested your life into creating that business. Having a transition plan in place even before you need to implement it can alleviate some of the pain points. No matter what stage of the process you’re in, there are many options to consider as you transition your business and wealth. Join us for a panel discussion with experienced professionals to discuss the process of transitioning to the next generation, a third party, or an employee stock ownership plan. Let us help you navigate a successful, goal affirming transition.
Learning Objectives:
- Review current M&A trends.
- Identify the benefits of transition planning three to five years out.
- Discuss what makes the Eide Bailly team different.
- Explore current transition examples.
Agenda:
- 11:30 a.m. - 12:00 p.m. | Lunch and Networking
- 12:00 - 1:30 p.m. | Panel Discussion
- 1:30 - 2:00 p.m. | Q&A
Moderator:
Blake Crow, CPA, Partner & Des Moines Market Leader | Eide Bailly
Blake has been with Eide Bailly since 2008 and specializes in providing tax planning and tax compliance services to financial institutions. He will be moderating the panel to ensure a productive conversation.
Panelists:
Abby Croll, CPA, Partner | Eide Bailly
Abby has worked in public accounting since 2002. She spent the first eight years of her career gaining experience with a Big 4 firm before moving to Eide Bailly. Abby has developed a specialty in the tax compliance and consulting area and works mainly with flow-through entities and their related business corporate and owner tax planning. She also serves a wide variety of high-net-worth individuals and family groups with their trust and estate planning needs.
Amber Ferrie, CPA, ABV, CFF, CM & AA, Partner & Transaction Advisory Practice Leader | Eide Bailly
Since 2004, Amber has performed business valuations and other consulting services for Eide Bailly clients. She specializes in business transaction advisory services, providing sell-side advisory services to lower and middle market clients who are looking to sell their business, as well as buy-side advisory services for parties interested in purchasing an existing business.
Kenny DuPre, CFP, CFC, Financial Advisor | Eide Bailly Financial Services, LLC
Kenny strives to provide expertise in financial planning and investment management. He helps to make financial complexities appear simple and understandable through education.
Melissa White, CPA, AEP, Wealth Transition Senior Manager | Eide Bailly
As part of Eide Bailly's Wealth Transition Team, Melissa specializes in estate planning and helping clients understand the complexities of trusts, estates, and gifting; tax matters during estate administration; IRA distribution planning; and charitable and planned giving strategies.
TJ Faley, President | IWI Motor Parts
TJ, president of IWI Motor Parts, will be joining the panel to speak on his personal experiences working with our Business Transition Planning team and how it has impacted his business's future.
Additional Information:
RSVP's are due Thursday, September 7, 2023. This is a Group-Live session. No prerequisites or advanced preparation required. For information regarding a complaint and/or program cancellation policies, please contact Becca Rozmark.