Skip to content

Business Boost

  • Share:
Name: Business Boost
Date: October 27, 2020
Time: 7:45 AM - 9:00 AM CDT
Registration: Register Now
Event Description:

Leaving Your Business is Inevitable. Plan Ahead to Avoid Potential Pitfalls
Presented By: Nicole Gralapp, CPA, Principal, SVA Certified Public Accountants
Tim O’Brien, MBA, CFA, Principal, SVA Financial Group
 
Business transition planning creates and executes the strategy allowing you to transition your business When You Want...To Whom You Want...For The Money You Need. Planning also helps avoid the risks and pitfalls that will affect you financially, as well as the future of the business. This is a critical process that can be complex and time consuming. Planning early nets the best results.

Using real-life scenarios you will learn the how and why of:
  • Knowing what you need financially
  • Choosing the right exit path
  • Avoiding potential pitfalls
  • Preparing for buyer and seller setbacks
  • Getting the maximum value
About the Speakers: 
Nicole L. Gralapp, CPA, CExP
Nicole is a Principal with SVA Certified Public Accountants, S.C., with expertise in the restaurant and hospitality industry. Nicole performs a variety of tax, assurance and business consulting functions for clients. As a member of SVA’s Business Advisory Services group, Nicole uses her knowledge of auditing and financial accounting to help strengthen accounting and internal control functions in organizations. Nicole is a member of The BEI Network of Exit Planning Professionals™ and has earned the designation of a BEI Certified Exit Planner (CExP™). Nicole is a member of the Wisconsin Institute of Certified Public Accountants (WICPA), and the American Institute of Certified Public Accountants (AICPA).

Tin O'Brien, MBA, CFA
Tim is a Principal and the Director of Research for SVA Wealth Management. Tim also serves on the firm’s Investment Advisory Committee. In his role as Portfolio Manager, Tim works with individual and business clients to establish their financial goals and objective. He then creates and manages portfolios to meet those goals. Tim is a Chartered Financial Analyst (CFA) and an Investment Adviser Representative.


Thank you to our Platinum Sponsor:
    

Thank you to our Gold Sponsors:
     

Thank You to our Room Sponsor:
Location:
Madison College West Campus
8017 Excelsior Drive, Madison
Date/Time Information:
7:45 AM - Registration
8:00 - 9:00 AM - Program
Contact Information:
Kristen Parent
Fees/Admission:
Included Member Benefit
Set a Reminder:
Enter your email address below to receive a reminder message.

Scroll To Top