Tapas, Wine & Wealth: Build Your Legacy Beyond Business

September 23 @ 5:00 pm - 8:00 pm
Loading Events

This exclusive workshop is designed for seasoned business owners ready to move beyond the day-to-day grind and make strategic decisions for the future. Whether you’re thinking about scaling your operations, preparing to sell, or securing your legacy, you’ll gain clarity, strategy, and confidence.

Join a curated group of entrepreneurs for an intimate and confidential conversation on building long-term wealth, protecting assets, and creating a financial future that supports not only you—but also your family, team, and community.

Key Topics Covered
  • Protecting and Growing Personal Wealth: Learn smart strategies to preserve what you’ve worked so hard to build.
  • Succession Planning: From transfers to sales—understand your options and create a plan.
  • Legacy Building: Ensure your impact outlives your business.
  • Business Acquisition Strategies: Explore growth through acquisition and positioning for future sale.
  • Retirement & Exit Clarity: Gain a clear path toward life after business.
  • Blind Spots & Pitfalls: Hear from experts on the risks you might not see coming—and how to avoid them.

You’ll walk away with practical insights, wealth-building tools, and a plan to turn business success into generational prosperity.

Who Should Attend?

✔️ Business owners in operation for 3+ years

✔️ Annual revenue of $500,000+

✔️ Decision-makers ready to grow, transition, or protect their business and wealth

✔️ Leaders seeking clarity on what’s next for them and their business

 

Register Today

Venue

Delta Hotel by Marriott
2200 E Holt Blvd
Ontario, CA 91761
+ Google Map