10/06/2026
I had the opportunity to attend the first annual GROCON, a unique conference focused on helping advisors better serve business owners through every stage of growth, transition, and succession planning.
The discussions around mergers and acquisitions, exit planning, tax strategies, investment banking, and wealth management reinforced how important it is to bring together the right team of specialists when business owners are preparing for a future sale or transition. Conversations with investment bankers, tax professionals, and fellow advisors provided valuable insights into today's M&A landscape and the opportunities ahead for entrepreneurs.
Events like this remind me that our role goes far beyond investments. Helping business owners maximize the value of what they've built and align it with their long-term goals can have a lasting impact on their families, employees, and communities.