in partnership wi
By invitation · a private owner roundtable
Preparing Your Business for Growth and Transition
See your business the way
buyers and lenders do
Most owners don't discover what's helping, or hurting, their company's
value until it's too late.
Attorney · CPA · CFO · CIO · Banker · M&A advisor
The advisory team most owners assemble years too late, in one room, for one lunch.
Thursday, July 16, 2026 · 11:30 AM – 2:00 PM · First Citizens Bank, Walnut Creek · 15–20 seats
6
advisors
15–20
owners
$10–20M
revenue stage
2.5 hrs
one lunch
What you'll take away
Your real va1e1e1ealue today
What your business is worth, and the specific things quietly raising or lowering it.
Recurring revenue
Turn project work into recurring, transferable
revenue that compounds value.
Protect the value
The legal, financial, and tax groundwork, and
the diligence issues that erode it.
Keep more of it
How early, coordinated tax and estate planning
change what you actually keep.
A 12–24 month path
Funding and structuring growth, whether you grow
or transition.
The thing you're missing
Most owners spot one or two they hadn't
considered.
Most owners tell us they leave seeing their business differently, the way a buyer or lender does.
What you'll take away
One team, one room
Six advisors talking to each other, not at you. The team you'd otherwise spend months and real money assembling.
Real deals, not theory
Candid stories, real value ranges, and the mistakes that quietly cost owners millions.
A peer table
15–20 owners of $10–20M businesses, your size and stage, in a candid, confidential room.
A new lens
You'll leave seeing your business the way buyers, lenders, and your future self see it.
Your brain trust for the day
M&A · Panel
Murali Barathi
Krea Business Advisory
Business-Sale & Exit Advisory
Legal · Panel
Varun Gupta
Attorney
Corporate & Transaction Law
Banking · Host
Shaker Sayar
First Citizens Bank
Growth & Capital
Tax / CPA
Martin Wong
Optimus Associates
Tax Planning & Structure
Finance / CFO
Siraj Syed
Dawn Financial Solutions
Clean Books, ERP & Job Costing
Technology / CIO
Shefali Srivastav
Octirix (Owner)
Technologies That Scale
Who this is for
Owners of established Northern California businesses (roughly $10–20M in revenue) preparing for growth, succession, or a future sale, who want a clear, practical view from advisors who work together, not in silos.