Reimagine the way you invest, lend, and manage capital with forward-thinking strategies that drive growth, foster collaboration, and optimize financial outcomes at every stage of your journey.

• Speakers:

  • Samir Patel

  • Lauren Fernandez

  • Scott MacKenzie

  POWER UPs:

  • Real Estate and Cash Flow Strategies: Unlock the potential of leveraging cash to invest in real estate, building sustainable cash flow and long-term wealth.

  • Blended Capital Strategy: Master the integration of debt, equity, and gifts to create a tailored capital strategy for sustained growth at every stage of your business.

  • Co-Ownership Innovation: Explore groundbreaking strategies for gifting company shares to align interests, incentivize key contributors, and strengthen partnerships.

This event is open to Members, Accelerators, SAPs, Spouse/Life Partner.

Key Executives are subject to a $100 fee per guest.