Preparing for the Rest of Your Life
Presented By: CM Wealth Advisors
For many, a liquidity event generated by the sale, partial sale, or recapitalization or a business is the first real opportunity to start creating wealth. It’s also a time to reflect on the big question: How do I get ready for the rest of my life? Join a group of executives and M&A advisors as they explore what liquidity events mean for owners and entrepreneurs… and what to expect next.
Moderator:
Sr. Director of Investments & Private Capital
CM Wealth Advisors
Paul Bodnar is a partner at CM Wealth Advisors, a $1.9B multifamily office, where he leads the firm’s private equity, venture and co-investment platform in addition being a member of the leadership team. Prior to joining CM, he was the co-founder of Incremental Insights. Previously he was a vice president at sell-side equity research firm where he received awards from the Wall Street Journal and Financial times also appearing as a guest on CNBC and Bloomberg.
Panelists:
President & CEO
TalentLaunch
A 20+ year industry veteran, Aaron Grossman is widely considered a true visionary and innovator within the staffing and recruitment sector. Having grown up in an entrepreneurial family, Aaron decided to leave a successful position with one of the largest staffing agencies in the world to start his own employment agency in 2001. Alliance Solutions Group, headquartered in his hometown of Cleveland, Ohio, is a full-service staffing and recruitment firm, with a variety of specialties that focus on specific industries and job disciplines. Today, Aaron is the CEO of the TalentLaunch Network, a network of independently operated staffing and recruitment companies that share technology, accounting & finance, talent operations, legal, and marketing support.
Former President & Owner
Leiden Cabinet Company
Tom Leiden retired in 2015 after the successful sale of his third-generation company, Leiden Cabinet Company to his management team. Tom spent 34-years with Leiden Cabinet Company where he progressively served as President, CEO and sole owner. Leiden manufactures wood fixtures for the retail market for such account as Panera Bread, America Eagle and Dick’s Sporting Goods stores.
CEO & Managing Member
CM Wealth Advisors
Doug joined CM Wealth Advisors in 2019 and was elected as Managing Member and CEO in 2021. He is particularly focused on the dynamics of planning for wealth creation, preservation and management over multiple generations. His early career was in manufacturing which lead to an M.B.A. from C.W.R.U. and subsequently a law degree from the same institution. Doug is an attorney and was a shareholder and director of one of Cleveland's oldest law firms. He has served as an officer and/or director for several businesses with more than 1000 employees as well as smaller, entrepreneurial enterprises.