Joint Breakfast with the Exit Planning Institute

In addition to serving clients and developing new business, Lorelei heads up Swindon Transition Counsel - a service for business owners who seek an orderly, financially sound and tax efficient transition of the ownership, management and/or control of their business. As evidence of her expertise in working with business owners, Lorelei holds two of the most highly respected credentials in exit planning - the Certified Exit Planning Advisor (CEPA) and the Certified Exit Planner (CExP) designations. She graduated with honors from the Cannon Financial Institute’s Trust Tax School held at the University of Notre Dame. She successfully completed the Certified Investment Management Analyst program sponsored by Investment Management Consultants Association (IMCA) taught in conjunction with The Wharton School, University of Pennsylvania. Lorelei is the founder and current president of the Exit Planning Institute Central Indiana Chapter.

Douglas earned a BA in Economics and Mathematics from DePauw University and an MBA from the Harvard Business School, where he was a Baker Scholar. He currently serves as a Director of several private companies involved in manufacturing, distribution, and healthcare. Douglas is a Managing Director of Periculum Capital Company. He focuses on corporate development services, including private equity investments and merger and acquisition advisory work. Before joining Periculum, Douglas was a Principal at BrightPath Capital, Inc. an Indianapolis-based private equity firm he co-founded in 2006.