You are personally invited to an EXCLUSIVE, LIMITED ENGAGEMENT movie, 'M&A'. This documentary will provide an in-depth look at the state of mergers and acquisitions to help inform business owners of key considerations to keep in mind when planning to sell a business.
Baby Boomers own 83% of all businesses, worth a combined $10 trillion.* Despite this, only 20% of businesses ever sell. With those daunting figures in mind, 'M&A' follows the story of industry leaders looking to improve that statistic by assisting business owners on the road to selling their companies. 'M&A' is the first MPA-rated documentary on this topic. Don't miss your chance to attend and network with like-minded entrepreneurs, CPAs and tax attorneys.
PEOPLE ARE TALKING... HEAR WHAT THEY HAVE TO SAY
Spots are limited. Sign up today to reserve your tickets! No charge to attend!
GET EXCLUSIVE ACCESS TO SEE 'M&A' BEFORE ANYONE ELSE
A SNEAK PEEK INTO THE STATE OF AMERICA'S MERGERS AND ACQUISITIONS
Reserve your tickets!
The Grand America Hotel
555 South Main Street, Salt Lake City, UT 84111
July 18, 2024 at 5:00 p.m.
*Please arrive by 5:00 p.m. for check-in and networking.
LIMITED SEATING AVAILABLE!
SECURE YOUR SEATS TODAY!
M&A Wealth Transfer Conference, LLC
*https://cabb.org/news/baby-boomers-incredible-numbers-are-buying-and-selling-businesses-part-1-2
Kelly Carter CA Insurance #0831864
Advisory Services offered through CreativeOne Wealth, LLC an Investment Advisor. Beacon Retirement Planning Group, Inc. and CreativeOne Wealth, LLC are not affiliated.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.