Webinar length:  60 min.


As the COVID-19 pandemic continues to present challenges and disruptions, the Transaction Advisory deal world has awakened from its hibernation, and business owners are attempting to make up for lost time.

Join our Senior Director Wade Kozich, as well as Footprint Capital’s Managing Director Josh Curtis, Windsor Advisory Group’s Partner Jon Eesley, PNC Bank’s Managing Director, Head of PNC Advisory Center Melissa McCarthy and Kegler, Brown, Hill and Ritter’s M&A Director Eric Duffee, for an interactive and informative panel discussion, designed exclusively for business owners at any stage of growth. Our expert panel will address the top-of-mind questions towards the M&A environment, including but not limited to:

  • What are the steps an owner can take to prepare for a transaction, increase value, and increase the likelihood of completing a successful transaction
  • How are potential increases in Capital Gains Tax rates affecting owners’ mindsets?
  • What is an Equity Rollover transaction and how can it create a powerful return?
  • How are historic low interest rates affecting the M&A environment?

*To be eligible for CPE credit you must have attended the live session of the webinar and have completed and submitted the required documentation.


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Wade Kozich
Senior Director
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