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Event

Business Owner Roundtable: Planning Your Exit

An evening conversation for owners thinking about a sale or succession in the next five years.

Workshop owner reviewing plans at a workbench covered in wood shavings

Date

2026-10-22


Time

17:30

—

19:30


Location

Evenhold Partners, Denver

Join Senior Wealth Advisor Daniel Kerr and a panel of owners who have been through a sale for a candid conversation about what they wish they had known earlier.

Topics

Seating is limited to 30 guests. Dinner is served.

Upcoming

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Your first conversation is an easy one.

Tell us a little about what is on your mind. A member of our team will call within one business day to arrange an unhurried first meeting, in person or by video. There is no cost and no obligation.

Call us to schedule
(704) 555-0142

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New: The 2026 Year-End Planning Guide from our CPAs and planners. Download the guide