Hosted By: Stout and Warner
Location: City Flats Hotel, 83 Monroe Center St., NW, Grand Rapids, MI 49503
Join us on October 26, 2017 for a special learning event at the City Flats Hotel in Grand Rapids, MI.
Why attend?
Middle market and closely held businesses have delivered some of the most dynamic merger, acquisition, and investment activity over the past 12-24 months. A classic competitive landscape of more buyers than sellers and continued favorable credit markets have caused an increasing number of investors to pursue quality opportunities with small, medium, and closely held businesses. Please join Stout and a distinguished group of leading financial advisory, legal, accounting, and estate planning professionals as they share their industry expertise and engage in lively case study and panel discussions covering the full range of liquidity and exit alternatives available in today's market.
Who should attend?
If you're a business owner, CEO, CFO, corporate development, corporate accounting, financial reporting, or legal professional, key stakeholder, or trusted advisor, you'll learn valuable best practices for selecting, preparing for, and executing a transaction.
Agenda:
12:30-1:00 PM Registration
1:00-4:30 PM Program
4:30-5:30 PM Networking reception
Topics:
M&A Market Overview -- Nick Jachim, Managing Director, Stout Risius Ross, LLC
Strategic Transaction Alternatives -- Eric Reuther, Director, Stout Risius Ross, LLC
Panel Discussion: Estate Planning Issues in Preparation for a Transaction
Phil Torrence, Partner, Honigman Miller Schwartz and Cohn LLP
Dan Fuller, Managing Partner, BDO USA, LLP
Susan Meyers, Partner, Warner LLP
Karen Mersereau, Managing Director, Oxford Financial Group, Ltd.
Panel Discussion: Case Study on a Middle Market Company Transaction
Mike Benson, Managing Director, Stout Risius Ross, LLC
Richard Noreen, Partner, BDO USA, LLP
Rob France, Principal, High Street Capital
Tracy Larsen, Partner, Honigman Miller Schwartz and Cohn LLP
A reception will be held following the main program -- please join us for cocktails and networking!
