We are committed to helping successful business owners and families 'pass forward' their financial success along with their core values and virtues that created their wealth. The Center brings together a diversity of experience and professional backgrounds to identify and address the financial and legacy issues facing every business and family today. Our goals are to instill hope and provide a specific roadmap for continued success throughout the generations. The Center is a non-profit founded by a group of like-minded professionals. Read more...

• How can you be strategic in increasing the value of your company?
• Do you have an index that easily measures the value of your company, and do you know the most important components?
• Increasing the value of your company exponentially while decreasing risk
• Creating mid market multiples with a small market company
• Understanding, measuring and maximizing your team performance to increase the market multiple
• What is the "legacy multiple" you are leaving through your business today?

Our Presenter

• Michael Brainard
• Brainard Strategy

• Enhance the innovation, operational excellence, profitability, and employee commitment and productivity for your company. Focus on "people," "processes," and "the right information" to drive measurable business results.

Moderator

• Tim Rafalovich
• Vice President, Wealth Specialist
• Wells Fargo The Private Bank

Panelists

• Tim Rhine
• Pointebreak Solutions, Inc.
• Duane L. Trombly
• Pointebreak Solutions
• Susan Snow
• Odyssey Capital Group, LLC

• What's your company worth? How do you measure the value? Understanding the factors that determine the value of your business is critical to increasing the value.

Spotlight on Legacy

Spotlight on Technology

• Ben Mason
• 5 Elements Consulting, Inc.

• The Midas touch to turn everything to gold – doing business in the Aggregation Age
• Preventing the 70% failure – how to overcome obstacles in wealth transfer