Before the Deal, After the Close: Preparing for Life Beyond a Liquidity Event
Presented By: Hamilton Capital
A liquidity event can transform an owner’s financial life—but many of the most important decisions need to be made before the transaction ever closes. This session explores how owners can prepare personally and financially for liquidity, from tax, estate and wealth planning considerations before a deal to managing concentrated wealth, family priorities, philanthropy and new opportunities afterward. Learn why planning early can create greater flexibility before a transaction and help owners navigate what comes next once the proceeds arrive.
Moderator:
Senior Vice President
Hamilton Capital
During Matt’s more than 20 years of experience in a variety of professional industries, he has demonstrated a passion for building strong relationships and helping people, teams, and businesses achieve their goals.
Matt’s values align well with our firm’s Core Values and his aspirations to create opportunities for growth and impact within our community make him a great fit here at Hamilton Capital.
Panelists:
Managing Director, Principal
Hamilton Capital, LLC
Mike Faieta, CFP®, Managing Director and Principal at Hamilton Capital with more than 25 years of experience, advises business owners, executives, and families on wealth planning, investment strategy, and business transition planning. Mike and the Hamilton Capital team help clients navigate liquidity events and other complex financial decisions with clarity, confidence, and purpose.
Managing Director
Huron Consulting Group
Brad Norkin is a business and technology executive with more than 30 years of experience leading transformation initiatives that drive growth, innovation, and operational excellence. He served on the leadership team that guided AXIA Consulting's acquisition by Huron Consulting Group and subsequent integration. Previously, Brad was AXIA's Chief Operating Officer and held leadership roles at Apriant, Empower Solutions, and Accenture.
President
Schoedinger Funeral and Cremation Service
Kevin serves as the President of Schoedinger Funeral and Cremation Service. He represents the sixth generation of leadership for the historic, Central Ohio-based company, which was originally founded in 1855. While the business transitioned ownership in December 2021 through a sale to a Houston-based company, Kevin and the Schoedinger family continue to manage and operate its locations