Navigating a Successful Business Transition

Thank you to our partners at JPMorgan! 

Pictured below: Kurt Belongea, Featured Speaker Zach Hammond, & Strategic Partner Melanie Birk


At our April Chapter Meeting, we had an insightful discussion covering essential topics in navigating today’s M&A landscape, exploring business transition opportunities and timelines, building the right advisory team, pre-deal wealth transfer strategies, and effective corporate and family governance.

Click here to view the full presentation
"Fantastic quick, thorough overview." "Super informative! Thank you!"