Summit University

Summit University

Summit University is a series of educational events designed for our clients, their friends, and our community.

Up Next …

The Minority Interest Recap – Selling to Private Equity Without Losing Control!

On Thursday, June 22, 2017 our Summit University series is hosting an event about Private Equity – but not your traditional private equity story.  Kyle Madden from KLH Capital is going to educate business owners about a Minority Interest Recap.  That’s right, a private equity deal structure that doesn’t take more than 50% ownership!  This is a chance to get behind the curtain of the private equity world and learn about something that few business owners consider because it typically means loss of control.

Where: Fremont/Newark Double Tree Hotel

When: Thursday, June 22nd from 10:30-noon with lunch provided for extended Q&A from 12-1.

For more information and to RSVP, please view your special invitation: Summit University June 22nd Invite – Kyle Madden



Retirement Planning Seminars


Retirement Planning Today
This course addresses financial issues that pertain to the self-employed as well as employees of corporations and government agencies. Whether you plan to retire 20 years from now or have just recently retired, the information you’ll learn in this class can deliver rewards throughout your lifetime.

Coming this fall to locations in Danville, Livermore, Pleasanton, and San Ramon!

Rejuvenate Your Retirement – For Retirees
This course explains financial strategies designed to accomplish objectives such as tax-efficient income planning generation, lifestyle preservation and providing a legacy. We also integrate fun and fulfilling activities such as travel, hobbies, sports, business ventures and lifelong learning into the discussion to help you make the most of your retirement.

Coming this fall to locations in Livermore, Pleasanton, and Walnut Creek!