Scale Smart: Business Growth, Exit Strategy & Financial Planning Workshop

Join us for an engaging evening designed for small business owners, entrepreneurs, and professionals who want to grow strategically, protect what they build, and better understand their long-term exit options.

This event brings together practical education, valuable local connections, and a relaxed but professional atmosphere. Guests will enjoy a structured evening featuring networking, educational insights, and sponsor-supported resources focused on business growth, financial strategy, lending, asset protection, and tax-efficient planning.

Whether you are building your business, preparing to scale, or simply wanting to make smarter financial decisions, this event is designed to give you real value and real relationships in one room.

Senior Commercial Relationship Manager

Eric specializes in SBA lending and commercial lending solutions, partnering with Bay Area businesses to provide personalized financing options. His expertise includes SBA lending, business acquisition funding, and real estate-related lending solutions tailored to business owners.

Financial Professional & Insurance Agent

Maryam brings over 20 years of experience in the financial industry and has consistently been a member of the Million Dollar Table. Her focus is on asset protection and helping business owners reduce tax exposure through strategic planning.

• Event timeline preview
• Check-in and networking
• Educational presentation
• Insights and business strategy discussion
• Food, drinks, and open networking
• Wrap-up and continued connection opportunities

Know what’s Happening Next — before everyone else does.

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Host or Publisher Infinite Exchange