Business Transitions Jeremy Price, WBD Finance Corporation

Breakfast with Bakke NormanJeremy Price is a Vice President/Loan Officer with Wisconsin Business Development Finance Corporation (WBD). He has been with WBD since 2008 and previously worked as a commercial lender for 11 years.

WBD is a private non-profit Certified Development Company that specializes in the assisting lenders and business owners with the SBA 504 loan program.

Jeremy Price will be discussing navigating the process of SBA financing

The panelists included:

Other videos from the, “Business Transitions” Series.

Business Transitions Bridget Finke, Bakke Norman

Breakfast with Bakke NormanBridget Finke, an Attorney at Bakke Norman, discusses considerations for drafting buy-sell agreements.

Bridget assists individuals and businesses throughout northwestern Wisconsin with business, real estate, estate planning and probate issues.

The panelists included:

Other videos from the, “Business Transitions” Series.

Business Transitions E. Dennis Zahrbock, Business & Estate Advisors

Breakfast with Bakke NormanE. Dennis Zahrbock is the founder and president of Business & Estate Advisers, Inc.

Dennis will focus on structuring retirement plans and insurance options for funding buy-sell agreements.

The panelists included:

Other videos from the, “Business Transitions” Series.

Business Transitions Ben Flottemesch, Simma, Flottemesch & Orenstein, Ltd.

Breakfast with Bakke NormanLeon “Ben” Flottemesch is a shareholder in Simma Flottemesch & Orenstein, Ltd. a Certified Public Accounting Firm specializing in Accounting, Taxation and Business Advisory Services.

The CPA firm was established in 1975 and Mr. Flottemesch has been a shareholder of the firm since July 1979.

Leon will be discussing business valuation and structures to maximize value.

The panelists included:

Other videos from the, “Business Transitions” Series.

Kathleen Avoles Joins Firm

We are pleased to announce that Kathleen Avoles of New Richmond has joined Bakke Norman’s litigation team. Kate practices in the areas of criminal defense, personal injury, family law and general litigation. She previously practiced in Eau Claire, Wisconsin. To find out more, click here.

For more information on Kate’s background and experience, click here.

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