Driving Transformation and Growth:

Unlocking Your Company’s Value

How Business Owners Are Finding Success in Challenging Times

Whether you’re a business owner, entrepreneur, or CEO, navigating the path to financial success and exploring your strategic options can be challenging. If you’re looking to elevate your business or prepare for a successful exit, but aren’t sure what your next steps should be, this exclusive dinner will provide you with valuable insights and key takeaways for your business.

Meet the Experts

Expert Panel

Tom Sherwin

President & CEO

CEO Resources, Inc.

Greg Rush

Senior Managing Director

Dunn Rush & Co.

Janice O'Reilly

Partner, AAFCPAs

Jonathan Penta

President & CEO

Penta Wealth Management

Gregory Stoller

Master Lecturer

Boston University Questrom School of Business

Shannon Zollo

M&A and Private Equity Nutter

What You’ll Gain

Our network of top business leaders and industry experts will share invaluable insights on maintaining and growing your business in challenging times. 

You can expect firsthand experiences, success stories, and a lively panel discussion that will provide practical advice and actionable strategies you can apply to your own business.

We’ll cover critical topics like:

  • Transition and Transformation Techniques

  • Creative Strategies for Driving Business Growth

  • Best Practices for Raising Capital and Monetizing Your Business

  • M&A and Private Equity Opportunities

  • Exit Planning, Succession Planning, and Business Valuation Techniques

  • Sustainability and Global Business Trends

  • Entrepreneurship and Improving Structural Capital

Register Now

Don’t miss this opportunity to connect with like-minded business professionals and gain the knowledge you need to drive your business forward. Register now to secure your spot at this exclusive event!

  • Date:
    Thursday, September 19th, 2024

  • Time:
    5:30 p.m. check-in and cocktails;
    6:00 p.m. dinner served

  • Location:
    Davio’s Chestnut Hill
    55 Boylston Street 
    Chestnut Hill, MA 02467

  • 57 River Street, Suite 301,
    Wellesley, MA 02481

Investment and advisory services are provided by Empirical Asset Management, headquartered at 57 River Street, Suite 301, Wellesley, MA 02481.

© 2024 Penta Wealth Management