Booth - Kellogg ETA Conference 2023 - Transitioning Legacy

This panel will feature operators who transitioned into an acquired company or a closely held family business. Panelists may include current CEOs who acquired a business through the ETA model, operators who inherited a family business, or CEOs who transitioned into a closely held business. Discussion topics may include lessons learned with acquiring a closely held business, best practices for succession planning, establishing credibility, and any challenges encountered through the process. 
Kevin Barton, BankProv (Moderator)
Toby Chang, Relay Investments
Mary Josephs, Booth ’89, Verit Advisors LLC
Tim O'Donnell, Booth ’18, Sterling Labs