Apr 13

April Chapter Meeting: Navigating a Successful Business Transition

Registration closes Friday, March 27th

You can now register your guests along with your primary registration! Confirmation will only be sent to the main registrant email address, so please forward any pertinent information to your guest.

Pyle Center
702 Langdon St, Madison, WI 53706
View on map

Monday, April 13, 2026
11:00am - 01:00pm CT

$0.00 - $30.00

Chapter Meeting Details

CLICK HERE TO RSVP

Event Registration closes Friday, March 27th

Presentation Overview: Navigating a Successful Business Transition

We are pleased to invite you to an exclusive event with J.P. Morgan Private Business Advisory, designed for leading business owners and founders. Join us for an insightful discussion covering essential topics such as navigating today’s M&A landscape, exploring business transition opportunities and timelines, building the right advisory team, pre-deal wealth transfer strategies, and effective corporate and family governance.

CPE is available for FEI members. Upon arrival, please sign in AND out at the registration table.

Meeting Agenda:

Networking: 11:00 am

Buffet Lunch: 11:45 am

Presentation: 12:00 pm

Adjourn: 1:00 pm

(please return your nametag prior to leaving)

Guest Policy:

Meeting registration is open to current FEI Madison Chapter Members and our local Strategic Partners. Please review the below Guest Policy to see if you qualify to attend.

FEI Guest (Prospective Member): Free Registration

Outside guests are qualified financial leaders interested in potential FEI membership (click to view FEI membership criteria).

FEI Guest (Member Business Guest): Registration Price: $30.00

Paid registration only available for a co-worker of a current FEI Member. They do not need to meet membership requirements but should be employed by the same member company. Not applicable for Strategic Partners.

Meet Your Featured Speaker

Zach Hammond,

Executive Director - Private Business Advisory

Zach Hammond is an Executive Director and member of J.P. Morgan Private Advisory, a cross-disciplinary group of over 100 global specialists who collaborate to deliver innovative and forward-thinking strategies, working closely with Private Bank Advisors to help clients make well-informed decisions and achieve their goals.

Zach is part of the Private Business Advisory team, where he works developing content and strategies for business owners on issues such as mergers and

acquisitions, corporate governance, pre-transaction planning and maintaining a legacy business over multiple generations.

Zach originally joined J.P. Morgan’s Closely Held Asset Management Group in 2016 as an Asset Manager responsible for conducting fundamental analysis on managed assets and their industries, completing annual valuations for closely held assets, and conducting buy/sell analysis. Prior to joining J.P. Morgan Private Advisory, Zach was a Director for a middle-market investment bank executing sell-side transactions for business owners.

Zach holds a Bachelor of Science in Business Administration specializing in Finance and Economics from The Ohio State University. He currently holds FINRA Series 79 and 63 licenses.

FEI Madison | P.O. Box 620732 | Middleton, WI 53562 US

Constant Contact Data Notice