Every championship team has a starting lineup. The same is true when you're preparing to exit your business or transition your wealth. But too many owners are playing without a full roster, or bring in the wrong players at the wrong time.
Join us for an intimate panel conversation with advisors who sit at the intersection of tax strategy, wealth management, and exit readiness. We'll cover how to build your advisory team, when to bring each player in, how to play defense against buyers who already have their own advisors, and what it really means to go from operating your business to operating your wealth.
Followed by a networking reception with some fun surprises! Celebrate WNBA All-Star weekend with us and then walk over to the 3-Point Contest from there.
Seats are limited — reserve yours below.