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THIRD ANNUAL

OWNER AND ADVISOR SUMMIT

SAVE THE DATE FOR NEXT YEAR: OCTOBER 12, 2021

Summit Highlights

THANKS TO ALL FOR A GREAT SUMMIT 2020 - SEE YOU NEXT YEAR ON OCTOBER 12, 2021

Sooner or later, every owner exits his or her business. Planning allows you to control the time frame, method and proceeds of your transition. If you want to maximize your results and minimize your headaches, take advantage of this once-a-year event! Expert speakers and panels will discuss when family and business don’t mix, preparing your business for a buyer and planning for your personal liquidity event.

This all-virtual event will include the popular “Tales from the Trenches”. Every panel will include experiences and insights from business owners who took successful exit paths, why they chose the method they did, what went right and what went wrong.

If you plan to sell your business, whether to family, employees or a third party, your first step should be learning how the process works.

Registration includes a free gift basket and a Summit web profile to enable you to interact with other attendees. 


    MODERATORS & PANELISTS

    Steven Bankler, CPA, PFS, Cr.FA, CFF, CGMA
    President, Steven Bankler, CPA, Ltd.

    Steven Bankler started his practice over 43 years ago. His unique firm has only CPAs working on client’s book and records. The firm provides consulting, exit and tax planning for closely held/family owned businesses. They also provide litigation support is a variety of areas of business litigation. They have over 30 years in assisting buyers and sellers in the implementation of their exit plans.

    Jeremy Calvert | CEO/Majority Owner, Vighter LLC

    Jeremy is service-disabled veteran who served as a Special Forces “Green Beret” Medic in the US Army with 7th Special Forces Group. Jeremy deployed throughout South America to provide tactical training to foreign military and police. He graduated with an M.A. in Homeland Security and later an M.B.A. in Global Business Management. In 2012, he joined Vighter and helped grow the business to $16M in annual revenue.