Wed, Mar 10
Mon, Apr 13
Thu, Mar 19
Thu, Jan 23
Fri, Apr 26
Chapter Events
Annual Summit Host


commercial lending, bank deposits, treasury management services needs a bank

you have a client who is in need of sophisticated corporate legal advice and representation for a VC financing, Private Equity recap, and/or M&A event.
Gold Sponsors

Silver Sponsors

You have a client who could benefit by proactively managing their company to minimize financial risk, optimize value, understand their results, be proactively prepared for an eventual exit, and ensure efficient access to debt and equity.

You are seeking guidance on developing a transition strategy for the sale of a business, taking a company public, or to leverage your personal balance sheet to create liquidity.

A business is planning a significant transition.

When a company needs an Client Accounting Services Firm

when a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.

A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.

when you need a catalyst in guiding business owners to discover their personal values, goals and objectives, to ensure their end-in-mind objectives are met upon their business exit and/or transition

A middle-market company or PE firm is in need of $2-$25MM for acquisition or other term debt to fuel growth. Loans, working capital lines, acquisition lines, equipment lines, and owner-occupied RE.
Bronze Sponsors

The tax structure of a transaction requires evaluation and understanding


You or a client needs experienced deal counsel for middle market transactions.

your family business clients need help with strategic planning, profitability, organizational sustainability, professionalism, operating rhythm effectiveness and unexpected problem solving.