BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//The FENG//NONSGML v1.0//EN
BEGIN:VEVENT
UID:1775295024@thefeng.org
DTSTAMP:20260404T093024Z
DTSTART:20250506T223000Z
DTEND:20250507T000000Z
ORGANIZER;CN=Mark Johnson:MAILTO:mjohnson@b2bcfo.com
SUMMARY:THE FENG: Employee Ownership: A Powerful Tool for Exit Planning, Retention, and Legacy
LOCATION:Join Zoom Meeting\r\nhttps://us06web.zoom.us/j/84558117783\r\nMeeting ID: 845 5811 7783
DESCRIPTION:Topic: Employee Ownership: A Powerful Tool for Exit Planning, Retention, and LegacySpeaker:&nbsp;&nbsp; Will Petter, a Partner with B2B CFO&nbsp;Presentation:1. Why Employee Ownership and Why Now2. What is Employee Ownership3. 3 Main Types of Broad-Based Employee Ownership4. Which Businesses Fit Which Model5. Benefits of EO for Stakeholders6. EO in Exit Planning – A Legit Alternative to PE&nbsp;Speaker's bio:Will Petter is a Certified Employee Ownership Advisor (CEOA) and Partner at B2B CFO®, where he helps privately held businesses maximize enterprise value, navigate transitions, and evaluate all available exit strategies—including employee ownership. With more than 15 years of experience in investment banking, private equity, and financial leadership, Will has advised founders, boards, and leadership teams across a wide range of industries.&nbsp;Throughout his career, Will has led sell-side transactions, raised over $150 million in debt and equity capital, and served as interim CFO during complex turnarounds. He has deep experience in helping business owners evaluate options such as strategic sales, private equity investments, management buyouts, and ESOPs. His work focuses on preserving legacy, building sustainable growth, and empowering leadership teams with the tools they need to thrive post-transition.&nbsp;Will began his career at Ernst &amp; Young and Kroll and holds master’s degrees in finance and accounting from Tulane and the University of Southern California. He lives in Denver, Colorado, with his wife and three children.&nbsp;Outside of work, Will, his wife, Laura, and their three children—Felicity, Howie, and Annette—enjoy exploring the amazing outdoor activities that Colorado has to offer.
END:VEVENT
END:VCALENDAR