Gateway Wealth Management
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Preparing for the future

Join us for a discussion where you'll walk away with a roadmap to building your business value and choosing how to eventually transition.

Key topics include:
-Transition Strategies: family, management, employees, strategic buyers, financial buyers
-Current M&A Market
-Valuations/Growing Value
-The Pre-Exit Planning Process
-Strategies for a changing estate tax environment

Location

Date & time

Speakers

Supporting links

201 W Morehead St, Charlotte, NC 28202

24 May , 20234:00 PM - 5:30 PM Eastern
  • Bill Nack, Managing Director, Forbes M & A Group
  • Erin Patterson, JD, CPA,, Founding Partner, Erin Patterson Law

Growing the Value of Your Business

Join us for networking before and after the discussion where you'll walk away with a roadmap to building your business value and limiting your risks.

Topics
-What drives value
-What detracts from value
-Building your team
-Strategies for a changing economy

Location

Date & time

Speakers

Supporting links

Sugar Creek Brewing, 215 Southside Drive, Charlotte NC 28217

30 August , 20233:30 PM - 5:30 PM Eastern
  • David Kostmayer, Partner, Certified Growth Advisor, GBK Peabody, PLLC
  • Michael Stier, Area President, Certified Exit Planning Advisor, FocusCFO

Wealth and wellness

At Gateway Wealth Management we understand that true wealth encompasses more than just financial success – it extends to your overall well-being.  That’s why we’re excited to invite you to a fun, informative and interactive event.  Our guest speakers will explore practical ways to maintain an active lifestyle with stress management, proper nutrition and exercise.  This event will provide you with valuable knowledge and actionable strategies to enhance your personal well-being.  We look forward to having you join us on March 26th! 

Location

Date & time

Speakers

Supporting links

Greenapple Sports and Wellness, 4601 Park Road, #100, Charlotte, NC 28209

26 March , 20246:00 PM - 7:30 PM Eastern
  • Douglas W. Bradberry, DC, CCSP - Greenapple Sports and Wellness
  • Matt Dengler, M.Ed, MS, RDN, LDN - RxRD Nutrition

Zoom Link

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