CYA360 East Bay: A One Day Forum for Trades-Based Business Owners

A day for construction business owners to work on their business - not in it. Come away with tangible next steps to prepare for your exit.
About this Event

A premier one-day forum built exclusively for construction business owners and their leadership teams — covering legal, tax, valuation, succession, finance, and the exit. Leave equipped to protect your most valuable asset: your business. For more information, visit: https://cya360.com/EastBay/

Agenda

🕑: 08:00 AM - 08:10 AM
Welcome
Host: Jim Gebhardt, Gebhardt Group, Inc.
🕑: 08:10 AM - 08:45 AM
The Exit Ready Business
Host: Michele Phillips, Cultivate Advisors
🕑: 08:45 AM - 09:20 AM
Valuation, Mergers & Acquisitions
Host: Randy Hendershot, Evolution Advisors, & Todd Gee, BB&K
🕑: 09:30 AM - 10:00 AM
Staff, People and Operations
Host: Greg Weitzman, EOS Implementor
🕑: 10:00 AM - 10:35 AM
Financial Planning for the Business Owner
Host: Jim Gebhardt
🕑: 10:45 AM - 11:25 AM
Tax Strategy and CPA Advice
Host: Chris York and Tobin Moon, TYS
🕑: 11:25 AM - 12:00 PM
Estate and Legacy Planning
Host: Rich Campbell, Bearingstone Law
🕑: 12:00 PM - 12:45 PM
Lunch
🕑: 12:45 PM - 01:45 PM
Panel: Contractors Who have Exited
Host: Jim Gebhardt, moderator
🕑: 01:45 PM - 02:35 PM
Personal Planning For The Five D's
Host: Matthew Grishman, Gebhardt Group, Inc
🕑: 03:00 PM - 05:00 PM
Cocktail Hour and Networking

Info: All speakers and panelists will be mingling and available to answer any questions and chat about your business.