Broker Check

Employee to Employer: Best Practices...

Employee to Employer: Best Practices...

Thursday, November 07, 2019

4:00p - 6:00p CST

Scribner Cohen

Scribner Cohen

400 E. Mason Street
Second Floor Conference Center
Milwaukee, WI 53202
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Brooke Napiwocki, CFP®, MBA


Andrea, Brooke, Jessica

Are you on the partner track or is your firm undergoing succession planning? Do you see yourself owning the company you currently work for?
Join Andrea Hoeschen, Brooke Napiwocki, CFP® and Jessica B. Gatzke, CPA, MST as they discuss key financial and legal considerations when exploring business ownership.

This interactive conversation on moving from employee to employer will explore actionable steps you can take before, during and after a business purchase transaction. The session will end with a case study example, Q&A and an opportunity to connect with other professionals evaluating business ownership.

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