The Willis Group
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Event calendar

Preparing for a Strategic Exit

Please join us for an exclusive business owner forum where we will explore:

• Positioning your company for maximum value with the latest insights on today’s M&A environment

• Maximizing net proceeds and preparing for what’s next

• Connecting with fellow business owners to share ideas and opportunities

Location

Date & time

Speakers

Supporting links

SD Tech by Alexandria: 9645 Scranton Rd San Diego, CA 92121

24 February , 20268:30 AM - 12:00 PM Pacific
  • See Invite

Invite: Business Owners Planning the Next Chapter

Invest Cash & Manage Appreciated Stock

With interest rates lower and stock prices higher, we’re working thoughtfully with clients on deploying excess cash and help manage highly appreciated stock(s). We’ll breakdown:

– Modern strategies to invest cash tax efficiently

– A case study on highly appreciated stock strategies

Location

Date & time

Speakers

Supporting links

Register to Receive Call Link

05 February , 202611:00 AM - 11:30 AM Pacific
  • Tyler Webb
  • John Willis

Webinar Invite

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