January 13, 2025 - Colby Schlicker
Business Transition Leadership Forum: Strategic Growth and Exit Planning Unlocking Value for Your Business
Whether it's 5, 10, or 25 years down the line, understanding the steps needed to achieve a smooth and happy transition is crucial.
Join us at the Business Transition Leadership Forum, an event designed to provide entrepreneurs and business owners with critical insights on planning ahead. This forum will cover:
Space is limited for this panel event. We will cap capacity at 30 attendees. This event will offer invaluable insights for those looking to proactively map out their business’s future.
Thursday, January 30th, 2025 4:00 Doors Open | 4:30 Program Begins
Migration Brewing 2828 NE Glisan Street, PDX
Speakers:
- David Sumpter - Lewis & Clark Bank (Banking)
- Nick Mesirow - Moomaw Mesirow & Godfrey (Legal)
- Scott Baraehr - Lewis Group CPAs (Tax)
- Mark Grubbs - WestPac Partners (Wealth Management)
Don't miss out on this opportunity to gain strategic guidance and ensure your business is well-prepared for the future.
On May 7th, 24 attendees gathered at the Oregon Wine Reserve in Lake Oswego for an enlightening presentation on "Building Wealth Through Tax Strategies." Scott Bargaehr and Mark Grubbs shared advanced tax mitigation techniques and strategic financial planning insights. The event emphasized proactive tax planning and leveraging advisory teams for optimal wealth management. Attendees engaged in a lively Q&A session, exploring various tax strategies and current IRS conditions
Read more...Dive deep into essential topics like cost segregation, tax codes, qualified plans, sheltered funds, real estate tax mitigation, and much more.
Read more...We have entered into a definitive agreement to join forces with Maps Credit Union, a highly respected financial institution serving communities throughout the Willamette Valley.
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