Chapter Events
Gold Sponsors

Someone has had or is preparing for a liquidity event and needs help evaluating their complete financial situation.



You would like an objective view on an exit you might be considering from a seasoned accounting and consulting professional.



You need a new story that gets your customer and the world to know just how awesome, different and valuable your business or organization really is.



You need to maximize a sale through deferral of immediate tax obligations and the creative growth of sales proceeds through variable investment, installment sale strategies. Our services are free of charge and can help all parties in a transaction.
Silver Sponsors



You need to assist owners and key decision makers in defining roles and engaging talent as part of business growth and transition planning. Convert people strengths into business performance.



You want a seasoned attorney to assist with any franchise related business, be it a franchisor or franchisee. I love helping start-ups!



You want to sell your company, understand the sale process and understand value.



Office Angels serves as a professional matchmaker, linking small businesses in need of support with smart, reliable, credentialed and experienced professionals who work as needed.



You need more than a traditional wealth manager. BIP Wealth is constantly working and consistently innovating to make your money go further.



Wise and experienced counsel is needed, particularly in respect to ongoing business operations, or future acquisitions or sales.



Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.


