Maximizing Business Value: Strategies from Growth, to Succession

Strong businesses don’t just grow—they scale intelligently. This dynamic roundtable brings together top minds in finance, lending, and technology to help $2M–$20M business owners navigate growth while reducing waste, unlocking capital, and maximizing operational efficiency.

You’ll learn how to secure the funding you need—without always relying on personal guarantees—while discovering how automation and AI can save time, cut costs, and position your company for long-term success. If you’re looking for the tools and insights to move from reactive to strategic, this conversation is for you.

Dan Paulson - Dan is an accomplished international speaker, author, facilitator, and coach who has spent decades helping business leaders regain control of their companies and lives. As the founder of InVision Business Development, Dan has worked with hundreds of executives and business owners to transform their operations, achieve sustainable growth, and build high-performing teams. His expertise spans leadership development, operational efficiency, and strategic planning, making him a trusted advisor to organizations across various industries.

Kyle Matyas - Kyle is a seasoned commercial banker with nearly a decade of experience working with businesses in the manufacturing, distribution, and service industries. Kyle has been with Old National Bank since 2022, where he specializes in fostering relationships with multi-generational family businesses; working with his customers to develop creative financial solutions to help grow their businesses and navigate their succession plans.

Michael Ritt - Michael Ritt is a seasoned IT services and business process automation expert based in Wisconsin. With 27 years of experience at industry leaders like AT&T, Ricoh, and CTaccess, he drives CTaccess’s mission to deliver proactive, transparent technology solutions across Wisconsin and Northern Illinois. Specializing in managed IT, cybersecurity, and Laserfiche-powered workflow automation, Michael enhances client efficiency and success. His commitment to innovation strengthens businesses and municipalities, ensuring they thrive in a digital world.

Paul Curtiss - Paul started his professional life in Real Estate nearly 25 years ago, then realized quickly that he liked the role the lender held at the closing. He transitioned into mortgage lending and stayed there for nearly 15 years. Once his family started moving around as a result of my wife’s career he transitioned into title work, which lead him into owner representation, commercial brokering, and finally business development for Peridot Construction Management.

Event Venue & Nearby Stays

Old National Bank, 511 North Broadway, Milwaukee, United States