Family Business Resources

At Davis|Kuelthau, we appreciate that family-owned businesses are the backbone of the U.S. economy and that each has a unique ethos integrated into the fabric of their existence.  The value we provide is in maintaining the integrity of that unique ethos while protecting your business interests so you can focus on what you do best — whether it’s construction, health care, manufacturing, real estate development, retail, professional services, or any of the many other critical industries we proudly support throughout Wisconsin and the United States.

From daily operational guidance to corporate governance to succession planning, D|K is dedicated to being a valued resource that neither overwhelms nor underwhelms your objectives.  Whether mitigating risk, assessing real estate and intellectual property assets, revamping workforce policies, or refining transition plans, we are here for you — from the boardroom to the courtroom and beyond.

A collective commitment to our businesses, families, and those we serve unites us — along with the question: where do we go from here?

Below are a few examples of the many complimentary business and legal resources that we offer to our clients. For additional details or to consider Davis|Kuelthau for your outside general counsel needs, contact any of our attorneys directly or initiate a communication through our Contact Us online inquiry form.

Milwaukee Business Journal’s Family-Owned Business Virtual Event

Local business experts share case studies examples and solutions to real-life challenges to family-owned businesses with successful outcomes.  This event is a must for all family-owned business leaders.

Family & Closely Held Business Summit 2021

Learn how to navigate the complex issues of maintaining a successful, sustainable family or closely-held business.

Related D|K News & Events

What’s Next for Employers: OSHA’s Vaccine and Testing Mandate

What’s Next for Employers: OSHA’s Vaccine and Testing Mandate

On Tuesday, November 16, 2021, litigation pending in several federal circuits regarding the federal vaccine/testing mandate described below was consolidated in the U.S. Court of Appeals for the Sixth Circuit.  Below, we summarize the mandate, discuss the various court developments, and provide guidance as to steps employers could take while the legal challenges continue. OSHA Issues ETS Mandate...

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Cocktail Hour Briefing | Biden Administration: Developments and Outlook on Employment Regulations

Since inauguration, the Biden administration has taken several steps to inject its agenda into the American labor and employment sphere, making executive orders and advancing policies that may significantly impact private and public sector employers for years to come.  Please join the Davis|Kuelthau Labor and Employment team for a casual, yet candid, discussion as to the first six months of...

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Corporate Transparency Act and its Impact on Your Business

Corporate Transparency Act and its Impact on Your Business

On January 1, 2021, Congress passed the Corporate Transparency Act (the “CTA”), which requires all entities formed in or registered to do business in the United States to report beneficial ownership information to the Financial Crimes Enforcement Network (“FinCEN”), subject to some exceptions, by no later than January 1, 2022. Although the CTA was intended to make it more difficult to operate...

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Milwaukee Business Journal – Real Estate CEO Roundtable Discussion

Davis|Kuelthau is a proud sponsor of the Milwaukee Business Journal’s Real Estate CEO Roundtable scheduled for July 20, 2021. The area’s leading local development executives will convene at this exclusive forum to discuss critical trends and concerns impacting current development projects. Guests will be announced in the coming weeks. Stay tuned for the Business Journal’s release of the...

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Why “Red Teaming” is Critical When Selling a Business

Why “Red Teaming” is Critical When Selling a Business

The military spends a lot of time planning, updating plans, scrapping plans and replanning. If you’ve ever served, you can attest to the amount of time and effort required to nail down every variable that is considered and planned for to achieve an objective. In many ways, your company is like the military. You spend time and effort creating business processes, tracking data, evaluating, and...

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Family & Closely Held Business Summit 2021

Davis|Kuelthau is sponsoring BizTimes Media’s Family and Closely Held Business Summit on June 29, 2021, at Brookfield Conference Center from 2:00 – 6:30 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...

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Webinar | How Much Environmental Cleanup Will Your Insurance Actually Pay For?

Davis|Kuelthau in partnership with EnviroForensics, Drycleaning & Laundry Institute (DLI), and Cleaner & Launderer will present, How Much Environmental Cleanup Will Your Insurance Actually Pay For?, a live webinar on Wednesday, June 16th at 12:00 - 1:00 PM CDT. Register Today! This webinar is for drycleaners who are interested in learning more about how state-by-state caselaw can affect...

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Appleton Real Estate Investors Association: Advisor Panel

Appleton Real Estate Investors Association: Advisor Panel

Davis|Kuelthau Corporate attorney, Kevin Eismann teamed up with industry leaders and will share valuable information to real estate investors during the Real Estate Investors Association (REIA) monthly meeting in Appleton on June 15. During this meeting Kevin along with David Bailey, CPA with Endries Otto, and Jason Stendalen, owner of C4 Insurance, will discuss entity selection, proper asset...

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Appleton Real Estate Investors Association: Advisor Panel

EPI Exit Planning Ecosystem Webinar Series: Key Components of an Effective Buy-Sell-Agreement

Davis|Kuelthau Corporate and Succession Planning Attorney Kevin Eismann will present Key Components of an Effective Buy-Sell Agreement on May 27, 2021 at 12:00 CST as part of the EPI Exit Planning Ecosystem Webinar Series.  Every very closely held entity that has more than one owner should have a buy-sell agreement. One of the main purposes of a Buy-Sell Agreement is to prevent disputes between...

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Related D|K Publications

Eastern District of Wisconsin Bar Association will honor Kathy L. Nusslock with the Nathan A. Fishbach Founder’s Award

Eastern District of Wisconsin Bar Association will honor Kathy L. Nusslock with the Nathan A. Fishbach Founder’s Award

On May 26 the Eastern District of Wisconsin Bar Association will honor Kathy L. Nusslock (Litigation, Milwaukee) with the Nathan A. Fishbach Founder's Award at the 20th Annual Meeting which will take place at the Pfister Hotel from 8:30 AM - 1:15 PM. Attendees can expect great programming, exceptional award presentations, networking opportunities, and 3.0 CLE credits. For more information or to...

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USPTO Moves to Electronic Trademark Registration Certificates

The United States Patent and Trademark Office (“USPTO”) announced on May 24 that it had accelerated its transition to electronic trademark registration certificates.  Going forward, the USPTO joins other countries, including Canada and the EU, in only issuing electronic trademark registration certificates unless otherwise requested.  This change makes certificates more accessible and decreases...

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Intellectual Property and Your Employees – Make Sure You’re Protected

The “Great Resignation.”  The “Great Migration.”  No matter what you call it, the current employment market is placing incredible stress on businesses, many of which are struggling to find enough employees to simply cover shifts. Pay increases and higher recruiting costs, consequently, continue to rise.  On top of these challenges, inflation and other market pressures have resulted in higher...

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2022 Milwaukee Smart Business Dealmakers Conference

Davis|Kuelthau is excited to sponsor the 2022 Milwaukee Smart Business Dealmakers Conference which will be held on Tuesday, May 24, 2022 from 8:00 AM - 5:30 PM at the Pfister Hotel. Dealmaking continues at a record pace as sellers cash in on unprecedented levels of liquidity. But how long can the party last? Find out at the Smart Business Dealmakers Conference, which connects hundreds of local...

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A Trending Tool in Making M&A Faster and Less Risky: Reps and Warranty Insurance

A Trending Tool in Making M&A Faster and Less Risky: Reps and Warranty Insurance

On May 19th,  at the Association of Corporate Counsel's Annual Conference, Attorney Sherry Coley and Attorney Rob Macklin will be participate in a panel discussion. The title of the panel is "A Trending Tool in Making M&A Faster and Less Risky: Reps and Warranty Insurance." A competitive M&A market has continued to support the growing use of Representations and Warranties Insurance (RWI)...

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Timothy Feldhausen Receives Bay Lake Council’s Prestigious Silver Beaver Award

Timothy Feldhausen Receives Bay Lake Council’s Prestigious Silver Beaver Award

On April 23, 2022, at the Bay-Lakes Convention, Attorney Timothy Feldhausen received the prestigious Silver Beaver Award. Recipients of the Silver Beaver award are registered adult leaders who have made an impact on the lives of youth through service given to the council. Tim earned his Eagle Scout in 1984 and is a Life Member of the National Eagle Scout Association. In one way or another he has...

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In the Crosshairs: Guns in Estate Planning

When engaging in the estate planning process, it’s easy to focus exclusively on the big assets such as real estate, retirement assets, investment accounts, and life insurance. It’s equally easy to discount the importance of planning for items of personal property. This is a mistake, because personal items can often times carry value far beyond what can be measured by dollars and cents....

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City of Milwaukee Property Tax Notice of Assessment Objection/Appeal Deadline – May 16, 2022.

The City of Milwaukee has sent its 2022 “Notice of Assessed Value – Real Property” to all City of Milwaukee property owners.  Almost every year the City revalues properties, which is the case again for 2022 after having performed a maintenance assessment for 2021.  The recently released 2022 assessments are effective as of January 1, 2022, and are based on the property’s value on that date. Last...

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Why “Red Teaming” is Critical When Selling a Business

5th Annual Midwestern M&A/Private Equity Forum

Davis|Kuelthau Attorney Robert Macklin will be part of two panels at the 5th Annual Midwestern M&A/Private Equity Forum in Columbus, Ohio on May 5, 2022. The Midwestern M&A/Private Equity Forum is the premier gathering of mid-market deals professionals throughout the region. The program imparts timely advice on current trends and developments impacting deals in the current calendar year....

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Davis|Kuelthau’s Breakfast Briefing Series

D|K proudly hosts complimentary Breakfast Briefing programs for clients and contacts across the Green Bay, and the Greater Fox Valley region. These programs are designed to assist employers in minimizing the risk of employment liability on the state and federal level. Each program in the series combines an overview of the law with practical business advice covering a current topic in the labor...

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Additional Business Resources

  1. New North’s ‘In the New North’ Video Series: Complimentary videos for employers to post on their websites to help spur interest in the greater New North region among potential new hires.
  2. New North’s Gold Shovel Site Certification: Identifies your property to developers, site selectors and companies looking for suitable expansion locations.
  3. WEDC’s Certified In Wisconsin® Program: Provides the reviews, documents and assessments required for industrial use.
  4. WEDC’s Locate In Wisconsin® Tool: Searchable available sites along with perspectives on communities, laborforce data and more.
  5. WEDC Newsletter Subscription: Receive complimentary news and related resources from WEDC.
  6. WEDC’s ThinkMakeHappen In Wisconsin®: Marketing initiative geared to help generate outside interest among potential workforce candidates.
  7. WEDC’s Workforce Training Grants: Assists businesses in workforce retention and expansion into new markets and technology.
  8. WEDC’s Veteran Hiring Initiative: Resources for employers interested in hiring veterans.
  9. Wisconn Valley site: A resource providing news and tools for tapping into various Foxconn related opportunities.
  10. Wisconn Valley Small Business Capacity Building Sessions: Addresses barriers to bidding and provides strategies and tools to overcome those barriers.
  11. WI Supply Chain Marketplace Site Founded by New North: Directory provides companies with a means to find Wisconsin suppliers.
  12. WI Veterans Affairs Resource Site: Listing of Wisconsin programs, benefits and services for veterans.