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D|K Advisor Series

September 22, 2021

Davis|Kuelthau offers complimentary Advisor Series presentations for business advisors across the Green Bay and Greater Fox Valley region. The Advisor Series is intended to facilitate a  collaborative relationship among business advisors so we can better serve our clients.

All presentations take place at Davis|Kuelthau’s Appleton Office located at 2800 East Enterprise Avenue, Appleton, WI 54913. Seating is limited.

If you have any questions concerning the information covered in these programs, please contact, Shannon Daniels, Regional Marketing Manager at 920.750.7261 / sdaniels@dkattorneys.com.

Upcoming Programs:

  • Davis|Kuelthau’s Advisor Party | September 8, 2021 | 4:00 – 6:00 PM (in person, Pullman’s at Trolley Square)
    The Davis|Kuelthau team invites you to attend a summer social. Enjoy hors d’oeuvres, beverages, and great music performed by R&R while you connect with Davis|Kuelthau attorneys and other business advisors.

     

     

  • The “Heated” State of M&A (Sell Now!) | September 22, 2021 | 4:00 – 6:00 PM (in person, D|K’s Appleton Office)
    If you’re thinking about selling your business, it probably doesn’t get any better than right now — multiples are high, buyers are plentiful, money is cheap and capital gains are at historic lows. While there are still challenges that need to be addressed (labor, Covid, etc.), it’s THE time to sell for maximum value. However, while the market is incredibly hot right now, we all know that good things don’t last forever. Topics will include:* Reviewing the latest statistics on the state of the M&A market;
    * Discuss the existing challenges to getting the greatest value (and how you can solve them);
    * Reviewing standard deal terms (survival, baskets and caps, Oh My!); and
    * Outlining the process for selling your business
    Join Attorney Kevin Eismann for this on September 22nd for this interactive discussion.
    Click here to register.

     

     

  • How to Protect Assets from Nursing Home Costs | October 20, 2021 | 4:00 – 6:00 PM (in person, D|K’s Appleton Office)
    More information will be posted soon. 
    Click here to register.

     

     

  • You’ve Achieved Financial Success, Now How Do You Keep It? | November 17, 2021 | 4:00 – 6:00 PM (in person)
    More information will be posted soon. 
    Click here to register.