Family & Closely Held Business Summit 2021

June 29, 2021

Davis|Kuelthau is sponsoring BizTimes Media’s Family and Closely Held Business Summit on June 29, 2021, at Brookfield Conference Center from 3:00 – 6:00 PM. Join other family & closely held companies as they navigate the complex issues of maintaining a successful, sustainable family or closely-held business. It’s your opportunity to learn and network with others who are on the same journey as they strive to build wealth and create a lasting legacy.

Building Value and (Re)creating Culture

Join BizTimes Media and a distinguished group of family business owners and leaders for idea sharing and hands-on learning to help you as you look past the pandemic to what’s next. Learn and network in person with others who are on the same journey as they navigate their way through recreating their culture post-pandemic, grow through innovation, transition to a new generation, and more.

The program begins with a keynote conversation, followed by a panel discussion, three concurrent breakout sessions, and a cocktail reception.

Panelists

  • Andrew Steinhafel, President, Steinhafels
  • Lacey Sadoff, President, Badger Liquor
  • Ryan Reigle, President & CEO, Regal Ware

Breakout Sessions

Master Your Growth Goals
Meeting your goals requires planning. We will discuss the how and why of establishing breakeven points by department, service,
product, and/or location. The session will include an interactive discussion – bring your questions.

Presenter: Nancy Mehlberg, CVB, EA, Principal, SVA Certified Public Accountants

Living Through the Sale of Your Business
Dick Hensley interviews Nick Fricano, Founder & CEO of Healthfuse Nick will talk about living through the sale of his business in 2020 to a private equity firm: pre-sale, transition, and post-sale where Nick currently serves as Healthfuse CEO.

Moderator

  • Dick Hensley, President – S.E. Wisconsin, National Exchange Bank & Trust

Davis|Kuelthau is dedicated to aiding family and closely-held businesses in their resiliency and growth.  To help mitigate risk during this unprecedented era, D|K’s team advises on the vast range of regulatory, litigation, and transactional challenges arising daily.