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WiT Case Study Program and Happy Hour
Location:
The Boat House
679 W Spring Street
Pricing:
Members: 40
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;
December 7, 2017:
March 6, 2018:
May 22, 2018:
August 9, 2018:
We look forward to seeing you at this final program of our case study and the happy hour to follow!
August 9, 2018
Registration: 4:00 pm
Program: 4:30 pm - 5:30 pm
Happy Hour: 5:30 pm - 6:30 pm
The Boat House
679 W Spring Street
Columbus, OH 43215
Panelists:
Erin Cleary Herbst, Director
Kegler Brown Hill & Ritter
Kegler Brown Hill & Ritter
Cheryl Krueger, Founder & CEO
Krueger & Co.
Kara Trott, Founder & CEO
Quantum Health
Krueger & Co.
Kara Trott, Founder & CEO
Quantum Health
Members: 40
Non-Members: 70
Welcome to the 2017-2018 ACG Columbus Women In Transaction Case Study!
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 used a case study which created a ‘typical’ case of a business owner and some (but certainly not all) of the issues that the owner is facing. We have used this as our ‘client’ for the year and have been building upon this case for each ACG WiT event. Each event focused on our ‘client’ so that there was consistency and continuity in the preparation process throughout the year. Below is the schedule of events, each of which built upon the prior event, each with a focus on our ‘client’.
Strategic Options Overview / Case Setup
Managing Family Dynamics – How can the family prepare for success?
Managing Family Dynamics – How can the family prepare for success?
Investment Banking Process - The journey to a Closing
Negotiating Strategies – How can I get what I need and want?
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?
Due Diligence Preparation and Pitfalls - War stories
Legal Documents: What they are and what they mean?
Closing Cocktail party! A classic celebration for a successful exit
Hosted by: ACG
Chapter
Columbus