Financing Your Legacy — The Owner's Table™ Only 14 Seats at the Table
About this Event
Financing Your Legacy — The Owner's Table™
A private business owner experience for established owners ready to protect, structure, and prepare their business for long-term success.Most business owners have a revenue plan.
What they don't have:
✗ No protection plan
✗ No continuity plan
✗ No exit plan
✗ No tax-efficient retirement structure
That gap is expensive and most owners don't discover it until it's too late.
This experience was built to close that gap.
Who This Is For
This is for established business owners who:
✓ Have been in business 3+ years
✓ Make $250,000+ in annual revenue
✓ Have employees, partners, or family depending on the business
✓ Are ready to stop just growing and start protecting what they've built
The Experience
Come network with like-minded business owners. We will begin the session by walking you through your own live gap assessment to get a clear look at exactly where your business is exposed.
Then you'll hear directly from Sharifa Walker and two guest experts: a tax strategist and a business attorney in a high-level working discussion with strategy and real life case study's, over complimentary wine and appetizers.
The Evening's Flow
• Protection — Is your business protected if something happens to you? Is your family protected if the income stops? Do you have a continuity plan in place?
• Profit — Are you keeping as much of what you're earning as you should be or losing it to tax strategy you haven't built yet?
• Payout — Do you know what your business is actually worth? If it never sells, what's the plan for how you get paid from what you built?
What's Included
• Complimentary wine and appetizers
• A live Business Owner Gap Assessment, completed the night of the event
• A working discussion with Sharifa Walker and two guest experts, a business attorney and a tax strategist
• For qualifying attendees: the opportunity to receive a complimentary Business Valuation Review, so you can finally understand what your business may actually be worth (not a certified appraisal)
• The option to schedule a private follow-up conversation with Sharifa to go deeper on what your assessment reveals
What You Walk Away With
• A clear view of where your business is financially exposed
• Understanding of what should be in place (and what's missing)
• Insight into strategies used by established business owners
• Your next steps, without pressure or obligation
The Environment
Held at the Houston Club, one of Houston's most established private business clubs — 49th floor, panoramic city views, a boardroom built for real decisions.
You'll sit alongside fellow business owners and the experts in the room, working through what it actually takes to protect what you've built.
Meet the Presenters
• Sharifa Walker — Business Owner Protection and Retirement Strategist & Founder, HopeBridge Path™ (Program Strategist & Host)
• Kischa Hernandez, PLLC — Business Attorney
• Tamanisha Casey-Mayberry — President & Founder, TMC Consulting Group Inc.
Program Dates
Wednesday, September 16, 2026 | 6:30 PM – 8:30 PM
The Owner's Table is offered on two evenings. Each date is limited to a small group to keep the room a real working conversation.
Only 14 business owners are accepted per date. If your preferred evening is full, you'll be offered the next available date: Wednesday, October 14, 2026.
Secure Your Seat at the Table!
Register now to reserve your seat for September 16.
REGISTER NOW:
For additional questions or personalized guidance, schedule a 15-minute consultation with our team. We’ll help you gain clarity and identify the most appropriate next steps.
Book a Call Now:
Hosted By HopeBridge Path™
Helping business owners bridge today's planning with tomorrow's security.
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
