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Session A

The Family Business Maze—M&A, Growth, and Succession Planning

Presented By: Eide Bailly / Wintrust Bank

What does the future of your family-owned business look like? Join us as we unravel the complexities faced by family-owned and/or operated businesses when evaluating M&A options, growth strategies, and the critical decisions surrounding succession planning and your family’s financial well-being.


Amber Ferrie
National Leader; Transaction Advisory & Private Equity Services
Eide Bailly LLP

Since 2004, Amber has performed business valuations and other consulting services for Eide Bailly clients. She specializes in business transaction advisory services, providing sell-side advisory services to lower and middle market clients who are looking to sell their business, as well as buy-side advisory services for parties interested in purchasing an existing business.

Whether you are buying, selling or simply looking for advice on your current business situation, when you work with Amber you get a trusted advisor who truly has your interests at heart. She'll help you get the best value, whichever side of the transaction you're on.


Malcolm Evans
Colorado Managing Director
Wintrust Bank



Bo Sutton
Liftout Capital

Bo Sutton is a Co-Founder and Partner of Liftout Capital and has nearly 15 years of private investing experience. Prior to co-founding Liftout Capital, Mr. Sutton was a Director at Bow River Capital where he led acquisition and sale transactions focused on Business and Industrial Services. He served on numerous boards and was Chairman of Ocean Tomo.

Prior to Bow River, Mr. Sutton worked as a private equity real estate investor, investing in distressed real estate debt at Platform Ventures and agricultural real estate at Resource Land Holdings.

Mr. Sutton currently serves on the Board of Directors for the Young Americans Center for Financial Education.

Mr. Sutton earned an MBA with an emphasis in Finance and a BS in International Business, both from the University of Colorado. Mr. Sutton is a CFA Charterholder.

Taylor Kirkpatrick
President & CEO
Babson Farms

Taylor is President & CEO of Babson Farms, a single-family office overseeing operating businesses in agriculture, manufacturing, logistics, and insurance, diverse real estate investments, energy interests, and public and private equity investments.

Prior to managing Babson Farms, Taylor was involved in mergers and acquisitions as a Principal and a VP for 13 years. He started his career in financial services working in executive management and consulting roles for mutual fund companies based in Boston, Paris, and Denver.


Doug Robinson
Managing Partner
Dry Fly Capital

Conference Location

1325 Glenarm Place
Denver, CO 80204
Tel: 303.534.2899