The date is approaching fast and we’re making preparations. Don’t miss out!
DaysDays
HrsHours
MinsMinutes
SecsSeconds
Join us for an exclusive event designed to help business owners grow, protect, and maximize the value of their businesses.
Gain knowledge from top professionals in law, finance, and more to help you navigate key business challenges.
Learn how to optimize financial strategies, manage legal complexities, and prepare for future transitions.
Connect with like-minded business owners and industry experts to build valuable relationships and resources.
Don’t miss this opportunity to gain expert guidance and take your business to the next level!
Registration Opens
Unlocking True Worth: Strategies and Insights in Business Valuation
Legal Fitness Routine: Core Practices to Building a Healthy Business
Let's Talk Taxes: Leveraging Tax Minimization Strategies for Business Owners
Strategic Exit Planning: An Investment Banker’s Guide to Maximizing Business Value
Wrap Up, Summary, Q&A
Cocktail Reception and Networking
Kenney Shelton Lipton Nowak, LLP is a Buffalo-based law firm specializing in litigation, business law, and insurance defense. They provide business owners with legal expertise to navigate complex challenges, protect their interests, and support long-term success.
First Trust is an investment management firm that offers innovative financial solutions, including ETFs, unit investment trusts, and structured products. They provide business owners with investment strategies designed to help grow and protect their assets in evolving market conditions.
Transitus Capital is an investment banking firm that specializes in helping private companies navigate mergers and acquisitions. Their experienced team works closely with company owners and leaders to provide straightforward, expert advice.
Colin Healy has over 20 years of experience in investment management. Before founding Pathway Partners Wealth Advisors and Pathway Partners Services in 2022, he served as a financial advisor and senior consultant at Morgan Stanley in the San Francisco Bay Area and Western New York. In 2008, he joined Hightower, where he held multiple l
Colin Healy has over 20 years of experience in investment management. Before founding Pathway Partners Wealth Advisors and Pathway Partners Services in 2022, he served as a financial advisor and senior consultant at Morgan Stanley in the San Francisco Bay Area and Western New York. In 2008, he joined Hightower, where he held multiple leadership roles, including Managing Director, head of investment offerings, founder of the business owner services division, and leader of strategic relationships. Beyond wealth management, Colin is deeply committed to philanthropy. A dedicated supporter of the 11 Day Power Play, he was part of the “Frozen 40,” the team that set the Guinness World Record for the longest consecutive hockey game (252+ hours). Following the passing of his sister-in-law, he founded the TashaStrong Foundation, a 501(c)(3) dedicated to fighting cancer and supporting those affected. He also actively supports Hospice Buffalo, Oshei Children’s Hospital, Nardin Academy, and the YMCA of Buffalo Niagara. A longtime lacrosse and ice hockey coach in Marin, CA, and Western New York, Colin lives in Williamsville, NY, with his wife, Pamela, and their three children. He holds a B.S./M.B.A. in financial analysis from the State University of New York at Buffalo’s Jacobs School of Management.
Jennifer Collesano is a Partner with Kenney Shelton Liptak & Nowak LLP. She brings over twenty-five years’ experience working with individuals and businesses in need of legal representation, project structure and governance advice, and mediation or litigation. She understands complex projects with multiple stakeholders and constituencies
Jennifer Collesano is a Partner with Kenney Shelton Liptak & Nowak LLP. She brings over twenty-five years’ experience working with individuals and businesses in need of legal representation, project structure and governance advice, and mediation or litigation. She understands complex projects with multiple stakeholders and constituencies and often those involving public-private partnerships and joint ventures. She has an extensive background in federal and state litigation, and through her career has represented small and women and minority-owned federal contractors, technology companies, e-commerce sites, service and manufacturing firms, real estate developers, and public and non-profit entities. Jennifer works with clients to acquire or sell businesses, take on partners, finance projects, craft contracts, handle employment matters, protect intellectual property, identify business opportunities, and resolve disputes.
Mike is a Senior Vice President at First Trust Advisors L.P. He has spent his professional career developing and servicing client referral channels, including
Turnkey Asset Manager Platforms, Broker Dealers, and Registered Investment Advisors. At First Trust, Mike’s role is to help Financial Professionals and
their clients understand the
Mike is a Senior Vice President at First Trust Advisors L.P. He has spent his professional career developing and servicing client referral channels, including
Turnkey Asset Manager Platforms, Broker Dealers, and Registered Investment Advisors. At First Trust, Mike’s role is to help Financial Professionals and
their clients understand the strategies managed by First Trust’s Custom Wealth Solutions team.
Mike started his career at a major Wall Street bank in 1990 on the institutional fixed income derivatives desk, created the Corporate & Executive
Services Group at Legg Mason in 1997, created the Single Stock Risk Management group at Moors & Cabot in 2005, founded Gyroscope Capital
Management Group in 2006, and has consistently brought the potential benefits of options to institutional and retail clients ever since.
Mike received an MBA from Duke University Fuqua School of Business, a MA in Economics from New York University, and a BA in Economics from
the College of William & Mary. McGraw-Hill published his first book, Your Stronger Financial Future, in 2011. Mike is a recipient of both the Certified
Financial Professional (CFP®) and the Certified Investment Management Analyst (CIMA®) designations.
Based on his extensive (30+ years) experience educating financial professionals and investors, Mike will explain how financial professionals can
identify clients and prospects who own concentrated equity positions and legacy portfolios that may be appropriate for option strategies. With U.S.
equity markets at or near all-time highs, we believe that the demand for equity options to manage risk and provide income potential on existing
single stocks and portfolios will continue to grow
Mr. Riley specializes in guiding business owners through critical transitions such as strategic growth financing, partnership buyouts, family successions, and securing capital or liquidity solutions. Before joining Transitus Capital, Mr. Riley gained firsthand experience by selling his own company and leading numerous transactions in th
Mr. Riley specializes in guiding business owners through critical transitions such as strategic growth financing, partnership buyouts, family successions, and securing capital or liquidity solutions. Before joining Transitus Capital, Mr. Riley gained firsthand experience by selling his own company and leading numerous transactions in the private equity space. This background gives him a unique perspective, allowing him to understand business owners' needs and to excel in creating tailored financial solutions that maximize value and meet individual goals. Mr. Riley is an MBA graduate from Babson F.W. Olin Graduate School of Business and holds a BS from Penn State University's Smeal College of Business.
Unlock your business's true value—join us for expert insights, networking, and growth opportunities!
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.