Strategic Growth and Exit Planning: Unlocking Value for Your Business Logo
  • Strategic Growth and Exit Planning: Unlocking Value for Your Business

    Thurs. Jan 30th | Migration Brewing 2828 NE Glisan Street, PDX | 4:00 pm
  • Join us for an insightful seminar designed specifically for successful business owners. This event will provide actionable strategies to help you:

    • Mitigate Taxes: Learn how to maximize your business's financial efficiency while staying compliant.
    • Accelerate Growth: Discover proven methods to increase your company's value and market position.
    • Plan Your Exit: Develop a roadmap to transition smoothly and profitably, whether through succession, sale, or other strategies.

    Our experts specialize in helping business owners like you secure a prosperous future while aligning today’s decisions with tomorrow’s goals.

  • Mark Grubbs is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS,  member  FINRA,  SIPC.  Financial Representative of The Guardian Life Insurance Company of America®  (Guardian),  New  York,  NY.  PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC.  CA Insurance License #1541031.|  Guardian,  its  subsidiaries,  agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. | David Sumpter, Nick Mesirow & Scott Bargaehr  are independent of and unaffiliated with Guardian, its affiliates or subsidiaries.  Their opinions are not necessarily those of Guardian or its subsidiaries and such opinions are subject to change without notice. | 7439628.1 Exp. 1/31/25

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