Selling your business is one of the most important decisions you’ll ever make. This roundtable event is designed to provide you with critical insights, strategies, and tools recommended to prepare for a successful transition.
Join Us for an Exclusive Roundtable Discussion
Moderated by: John T. Meyer
Roundtable Presenters
• Barry Sackett – Managing Partner of Trust Law Counsel at Goosmann Law Firm. Barry Sackett is known for his expertise in business and legal matters, including mergers and acquisitions, real estate, tax, estate planning, and business succession planning. He has extensive experience as a business owner, chief financial officer, in-house counsel, and legal consultant.
• Rob Schmidt – Managing Director at Bridgepoint Investment Banking. Rob Schmidt has a strong background in investment banking, having previously worked at Stifel Financial Corp. and Jefferies. His expertise lies in mergers and acquisitions advisory, focusing on mid-market and large-cap advisory firms for private equity clients.
• Jeff Michelson – Partner at Cohn Reznick, Transaction Advisory Services Practice. Jeff Michelson specializes in leading buy-side and sell-side transactions for private equity and corporate clients. His experience includes financial due diligence, transaction structuring, and deal negotiation across various industries.
• Marietta Luellen – Executive Vice President of Trust at Bridges Trust. Marietta leads the firm’s Legacy Wealth Planning Solutions. Her role includes offering guidance and services to an affluent client base, offering customized solutions to preserve and transfer wealth, implementing growth strategies, and ensuring the integrity of the client value proposition in trust services, philanthropy, and outsourced CFO solutions.
Prepare for success. Plan for the future. Join the conversation.
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