WiT Case Study Luncheon


Event Details


May 22, 2018 11:30 AM - 1 PM EDT

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WiT Case Study Luncheon
May 22, 2018
11:30 a.m. - 1:00 p.m.
The Boat House
679 W Spring Street
Columbus, OH 43215
Renee Milyiori, CFP, CRPC
Financial Advisor
LeClair & Milyiori Group, UBS Financial Services, Inc.
Miranda Morgan
Ice Miller, LLP
Angela Neumann
Executive Director, Market Team Lead
JP Morgan Chase & Co.
Kelly Noll, CFA
Senior Manager, Valuation Services
GBQ Consulting, LLC
Members: 30
Non-Members: 60
Welcome to the 2017-2018 ACG Columbus Women In Transaction Case Study!
As an association of seasoned advisory professionals for business owners and their companies, we are all focused on delivering the highest level of subject matter expertise to our clients.  However, none of us can work in a vacuum;
each of us are part of a collective team effort that has to encompass a holistic approach to our clients and their needs. Each client is unique, as are the facts and circumstances surrounding each of our engagements.  As a result, there are no standardized answers or ‘cookie-cutter’ solutions.

With this in mind, ACG WiT will be using the attached case study which creates a ‘typical’ case of a business owner and some (but certainly not all) of the issues that the owner is facing.  We will be using this as our ‘client’ for the year and will be building upon this case for each ACG WiT event this year.  Each event will focus on our ‘client’ so that there is consistency and continuity in the preparation process throughout the year. Below is our tentative schedule of events, each of which build upon the prior event, each with a focus on our ‘client’.

December 7, 2017:
Strategic Options Overview / Case SetupManaging Family Dynamics – How can the family prepare for success?

March 6, 2018:
Investment Banking Process - The journey to a ClosingNegotiating Strategies – How can I get what I need and want?

May 22, 2018:
Estate Planning Options – Focus on after tax proceeds   Wealth Management Planning – How much do I really need?Business Valuations – What is the business really worth?

July, 2018:                          
Due Diligence Preparation and Pitfalls – War storiesLegal Documents: What are they and what do they mean?Closing Cocktail party! A classic celebration for a successful exit

While we hope you will attend the entire series of our meetings, you will learn something at each meeting, whether or not you have participated in prior sessions. We look forward to seeing you soon!
Hosted by: ACG