Preparing for Liquidity Events
Presented By: Wipfli
A liquidity event is one of the most significant moments in a company owner’s journey — and preparation is everything. Learn how to align personal, financial, and business goals well before a transaction. Gain insights on timing, structuring, and readiness strategies to maximize value and ensure lasting outcomes. Discover how early planning can reduce surprises, improve deal certainty, and position you for long-term success.
Moderator:
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:
Managing Director
Wipfli LLP
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.
Vice President
Bow River Capital
Nathan Cole is a senior investor on Bow River Capital’s Software Growth Equity team. In this role, he is responsible for originating, structuring, and executing technology investments while then working closely with portfolio companies on their operations.
Previously, Nate was based in New York City with Citi Impact Fund and Citi Ventures where co-lead Citi’s Climate Resilience and Future of Work direct equity investing strategies.