Planning for Your Company's Future
September 24, 2014   10:30 AM - 1:00 PM


Registration for this event is closed. You can contact Laurie Siskiewitz-Mentzer directly to register at or (414) 847-6082.

Join your fellow BBB Accredited Businesses for this special workshop presentation on succession planning for your business! Agenda topics and presenters as follows:

Introduction and Event Moderator

  • Dan Koth, Vice President: Baird – Throughout his 16-year career, Dan has served as both accountant and financial advisor.  His experience across both industries makes him particularly adept at comprehensive planning and risk management – of particular interest to his clients regardless of their time horizon.  Learn more at

Maximizing your business today so you can make the most of tomorrow Transitioning your business for the next generation or for a sale involves the PRICE model.  Learn what these principles are so you can maximize your value today and in the future.

  • Dan Paulson, CEO: InVision Business Development - Dan is an international speaker, strategist and coach that helps leaders expand their potential and grow their businesses.  His work has helped executives achieve the life they want while creating growth companies. Learn more at

Leveraging tax efficient exit strategies for privately held business owners

  • Jamey Rappis, JD, Partner, Private Client Tax: CliftonLarsonAllen – As a principal at CliftonLarsonAllen, Jamey is one of the firm’s national leaders in the Private Client Tax group, providing tax compliance and consulting for high net worth individuals and privately held businesses.

Generational business transfer and succession planning

  • Richard Behrendt, Senior Vice President: Baird – Rich will draw on his twelve years as an IRS Estate Tax Attorney to discuss the wealth transfer tax considerations of transferring a closely held business to the next generation.
Cost:  $20.00 (includes lunch)
Presented By:
For questions regarding this event, contact Laurie Siskiewitz-Mentzer at (414) 847-6082 or
 This event will include lunch catered by:   

Location courtesy of:

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500 S 84th St
Milwaukee, WI
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