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Preparing Your Family For The Liquidity Event

Presented By: Alex. Brown / Prairie Capital Advisors

When you’re planning a liquidity event, knowing what to do with the proceeds requires a concrete plan to ensure you and your family’s future is secure. Join C-Suite executives, wealth managers, and M&A advisors as they share best practices and how to prepare for the transaction and eventual transition.

Moderator:

Ken Serwinski
Chairman
Prairie Capital Advisors

Kenneth co-founded Prairie Capital Advisors with Robert Gross in 1996 after the industry veterans recognized a universally underserved need for objective financial advisory consultation for closely held businesses. Today, he continues to grow Prairie Capital Advisors’ reputation as the most widely respected firm of its kind, designing and implementing customized ownership transition strategies including private sales, management buyouts and Employee Stock Ownership Plans for businesses nationwide. 

Panelists:

Teresa Hall
Chairman of the Board | CEO
MEI Enterprises Inc. | Meetings & Events International

Teresa is the founder and CEO of Meetings & Events International (MEI). A native of Indiana, Teresa received her Undergrad and Graduate degrees from Indiana University. She started her career at Hoffman La Roche where worked her way up the company ladder into Product Management, Training, Research and Development, and Global Meeting planning. Teresa left Roche in 1983 to settle down back in her hometown, Evansville, Indiana. She started receiving calls from colleagues asking her if she could work with them, doing what she did while at Roche, on her own as a contractor. That was the beginning of MEI. After 33 years building a company that provides services for the Life Science Industry.  On December 31, 2016, Teresa sold the company to the employees as an 100% ESOP. When the ESOP was formed, Teresa signed a five-year employment contract to lead MEI in the transition of the company and to ensure the succession of the employees and the management to the ESOP. The creation of the ESOP allowed MEI to become tax exempt at the National and State level and the company continues to grow and prosper. In April 2018 MEI Enterprises, Inc. applied and received certification to be WBENC Certified, becoming one of the few ESOP’s qualifying for this Certification which gives MEI’s client base great advantages.

Stephen Marshall
CEO
ShootProof
Roger Veome
Managing Director, Investments; Regional Executive
Alex Brown A Division of Raymond James

Roger manages the Chicago office of Alex. Brown and has over 20 years of experience working with families of significant wealth. As a Wealth Management Specialist, he focuses on the needs specific to business owners going through a liquidity event.  Strengths include presale planning, assembling your professional team, asset protection, investment management, family office services, philanthropy and building your legacy.