Events

Upcoming events

Invitation-only sessions with our lawyer, accountant, and wealth-advisor partners. Anyone with the link can open a city page.

• Atlanta · Wednesday, September 23, 2026

  M&A in Motion in Atlanta

  A working session for owners of privately held businesses — what buyers actually value, the decisions to make before an LOI, and how to plan for life after a transaction

• Denver · Date to be announced · Details still being confirmed

  M&A in Motion in Denver

  What Colorado founders should be doing in the next twelve months — AI's effect on valuations, the tax traps nobody flags early, and how to be worth more without working longer