2022 Summit
Strategies for Business Progression
Location
The Club at Sonterra
Date
Thursday, September 22nd, 2022
Summit Sponsors
Platinum Sponsors
We use creative, out of the box thinking to assist clients - We Solve Problems! In addition, Our Job is to put money in your pocket!
Your business needs legal help.
Gold Sponsors
You have HR, Employee Benefit, Payroll, Risk Management needs. We have decrease the amount of time it takes to close a sale of a small business by up to 45 days.
Silver Sponsors
Please call me before your exit is forced upon you without a plan, by circumstances out of your control.
Our passion is to create financial peace of mind for our clients. Our core values are Family, Faith, Desire to help people, Honesty and Happiness.
A business owner needs a consultative, strategic banking partner with access to national industry leaders
I have owned companies in manufacturing, distribution and services, along with well over 10,000 hours of coaching business owners. I will understand your business and your objectives.
Individuals, Businesses, and even non profits,engage us to help identify and manage risks- especially those risks that are unnecessary.
A business owner or executive is in need of a strategic partner who can assist in the need for financing, deposit services or planning for themselves or for their company.
Bronze Sponsors
You need an experienced lead VC/PE investor, a M&A advisor specialist, or discreet C-level operational support.
You need a business valuation or forensic accounting to assist you in making critical financial decisions
8:00 a.m. - 5:00 p.m. Monday-Friday
You need help solving problems in HR, Benefits, Payroll or Risk Management.
You have a Construction company with an XPX need
Media Sponsor
Full Table
Half Table
We serve our clients as their Financial Head Coach which means we coordinate the services of all professionals. This helps them consolidate fractured advice before, during, and after a M&A transaction.
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
You need an interim CFO, strategic planning advisory services, due diligence and M&A advisory services.
