CENTRAL ARIZONA ESTATE PLANNING COUNCIL

Thank you to our sponsor!

Topic: Roadmap to a Transaction

Speaker: Brian Goodhart with Capstone

Brian Goodhart serves as Director of Capstone’s M&A Advisory Services. He is experienced in conducting middle-market transactions on both the buy and sell sides. In his role with the Capstone Team, he works side-by-side with clients throughout the deal making process to develop actionable transition strategies that maximize value and create generational wealth. Brian’s career in finance began in the “.com” era working with several venture-backed firms before spending several years with The Vanguard Group where he led a team of financial analysts managing the budgeting process and conducting financial analysis on a variety of technology initiatives. He then transitioned to working with a small private equity fund where he worked on a variety of projects including technology, real estate, and oil and gas. This work then led him to advising in private company mergers and acquisitions. Prior to joining Capstone, Brian was the Director of Wipfli’s Business Transition Group, where he led a multi-disciplinary team in the firm’s national offering to help private business owners devise and execute an appropriate transition strategy. Brian has assisted companies in raising private and venture-backed capital. He is the codeveloper of system processes which assess, collaborate, and implement a client’s strategic transition objectives. He has worked with clients across a diverse cross-section of industries including agriculture, construction, healthcare, investment banking, manufacturing, wealth management, and technology. He holds a BS in Finance and an MBA, both from Pennsylvania State University

RSVP must be received by 12:00 p.m. on Wednesday, May 1, 2024. Registration will close at this time.

Submitting an RSVP for this event implies your agreement to the following COVID-19 policy.

Dinner Menu

SALAD

Wedge salad with iceberg, turkey bacon, baby heirloom tomatoes, pear vinaigrette (GF/DF)

ENTREE

Chicken Cacciatore with peppers, olives, capers, and white wine tomato sauce, on a bed of Spanish rice

Vegan: Quinoa with roasted vegetables

DESSERT

Brownie

Schedule

• 5:00 p.m. Networking
• 6:00 p.m. Dinner
• 6:20 p.m. Announcements
• 6:30 p.m. Program
• 7:30 p.m. Program Concludes

Thank you to our sponsor!

Attendees understand and agree that their contact information may be shared with the event sponsor(s).

EVENT CONDUCT STATEMENT

The Central Arizona Estate Planning Council (“CAEPC”) is committed to providing all participants at our events with an inclusive and professional environment where they feel comfortable. These events include but are not limited to: educational programs and supplemental activities or programs included as a part of these events; webinars; and virtual and in-person board and committee activities and meetings; or presentations before local councils or to other organizations when speaking on behalf of CAEPC. Participants, who include attendees and their guests, volunteers, vendors, staff, and all others, are expected to conduct themselves in a manner that is welcoming, respectful and free from any form of discrimination, harassment, or retaliation. Disruptive or harassing behavior of any kind will not be tolerated. Participants asked to stop such behavior are expected to comply immediately. In keeping with our commitment to the health and safety of all participants, those who feel ill are asked not to attend in-person events or face to face activities. In the event that a participate feels unwell mid-conference, he/she/they are asked to refrain from attending any portion of the conference that includes face to face activities.

Attending without a reservation? Please read this.