2020 Business Owner Summit presented by WealthWise Financial
Business Owner Summit Recordings
Succession: Seven practices to navigate mission-critical leadership transitions
Peter Greer, CEO Hope International
Different Avenues to Exit
Panelists:
Robert Connolly, Associate & Dora Lanza, Co-Founder and Principal Plethora Businesses
Drew Adams, President Stone Creek Capital
David Goldenberg, Founding Partner VLP Law Group
Pete Prodoehl, VP Principal Financial Group
Executing the Transaction
Panelists:
Kimberly Wright, ESQ, Partner & Jessica Monroe, ESQ, CPA, Partner Revolve Law Group
Fred Whitaker, P.C., Senior Partner, Managing Partner Cummins & White, LLP.
Michael Yi, SAS, CPA, TEP, MBA, Managing Partner Newport Valuations, Inc.
Mike Chambers, Executive Vice President, Chief Banking Officer, Partner Bank of California
Economic and Market Update
Claus te Wildt, Senior VP, Capital Market Strategy at Fidelity Investments
David Bridges, Senior Geopolitical and Security Advisor at Fidelity Management and Research Company
Retirement Income Strategies for Business Owners
Loreen Gilbert, CEO and Founder WealthWise Financial