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Session C

Liquidity by Design: Preparing for the Event and Choosing the Right Path

Presented By: Wipfli

Liquidity doesn’t have to mean selling everything—or stepping away. This panel brings together entrepreneurs who have navigated liquidity firsthand, alongside an experienced M&A advisor, to explore the range of paths available to business owners. They’ll discuss partial and full liquidity options, preparing well before a transaction, evaluating timing and potential partners, and aligning the right deal structure with your financial objectives, personal goals and vision for what comes next.

Moderator:

Pete Aden
Partner
Wipfli LLP

Pete Aden is a partner focused on providing tax, audit, and consulting services for businesses in the construction and real estate industry, and professional services organizations. His experience in the construction and real estate industry runs deep, having specialized in serving the industry since 1999. Pete is very active in community organizations and was recognized by the Colorado Society of Certified Public Accountants (COCPA) as an Everyday Hero in 2017 for the difference he has made in others’ lives and the contributions he has made to developing the next generation of certified public accountants. Pete currently serves as Wipfli’s Rocky Mountains Market Leader. In that role, he oversees a team of professionals who provide audit, tax and consulting services to businesses, organizations and individuals in Arizona and Colorado. Pete is responsible for driving the overall financial results of the market, client development and retention, Wipfli’s brand and value proposition in the marketplace and community engagement.

Panelists:

Colin Johnson
Managing Director
Wipfli Corporate Finance Advisors, LLC

Colin brings over 15 years of investment banking and consulting experience to his clients and focuses on advising private middle market companies and their shareholders on mergers and acquisitions, valuation, transition, and strategic planning matters. He has successfully led transactions for across a multitude of industries, some of which include construction services, manufacturing and distribution, consumer goods, engineering and design, software as a service (SaaS), environmental waste remediation and professional service industries.

Eric Miller
Partner
Eagle River Capital, LLC

Eric Miller is an experienced investor and operator with over 19 years in business growth and investment. He co-founded Eagle River Capital in 2017, focusing on both organic growth and acquisitions. Prior to this, Eric co-founded Kodiak Building Partners, a Denver-based acquirer of building products companies, which was sold in 2017 to Court Square Capital Management. At Eagle River and Kodiak, Eric has built expertise in logistics, retail, manufacturing, service, and distribution. He holds a Master’s in Finance (2010) and a Bachelor’s in Business Administration (2005) from the University of Denver.

Conference Location

4125 S. University Blvd.
Cherry Hills Village, CO 80113
Tel: (303) 350-5200