Broker Check

2020 Business Owner Summit presented by WealthWise Financial

Business Owner Summit Recordings

Succession: Seven practices to navigate mission-critical leadership transitions

Peter Greer, CEO Hope International

Different Avenues to Exit


Robert Connolly, Associate & Dora Lanza, Co-Founder and Principal Plethora Businesses

Drew Adams, President Stone Creek Capital

David Goldenberg, Founding Partner VLP Law Group

Pete Prodoehl, VP Principal Financial Group

Executing the Transaction


Kimberly Wright, ESQ, Partner & Jessica Monroe, ESQ, CPA, Partner Revolve Law Group

Fred Whitaker, P.C., Senior Partner, Managing Partner Cummins & White, LLP.

Michael Yi, SAS, CPA, TEP, MBA, Managing Partner Newport Valuations, Inc.

Mike Chambers, Executive Vice President, Chief Banking Officer, Partner Bank of California

Economic and Market Update

Claus te Wildt, Senior VP, Capital Market Strategy at Fidelity Investments

David Bridges, Senior Geopolitical and Security Advisor at Fidelity Management and Research Company

Retirement Income Strategies for Business Owners

Loreen Gilbert, CEO and Founder WealthWise Financial