Kiah Hochstetler and Dawn McGee, Goodworks Ventures
In the US today, there are over 7 million private companies that have owners that over the age of 55 and there has been $1.5T raised to buy those companies. In addition, Montana continues to attract strategic acquirers looking to capitalize of the state’s economic growth (#8 in the US) and tailwinds tied to a national reverse migration (leaving cities for rural locales).
Whether transitioning to the next generation/key employee, selling to a competitor or a private equity firm, planning is key to a successful outcome.
We welcome you and your clients to participate in a 90-minute session hosted by the Chamber covering legal, accounting, wealth management, valuation and succession planning topics.