About this Event
Most business owners are unintentionally overexposed. The business depends too heavily on them, key protections are often missing, and there is no clear long-term plan for building wealth, preserving legacy, or creating exit options. That’s exactly what this seminar is built to address.
Join us for Build. Protect. Exit., a practical seminar for small business owners in Northern Colorado who want to think more strategically about the future of their business and personal wealth. This session brings together expertise in business value growth, estate and legal protection, and integrated financial planning so you can see the full picture more clearly.
You’ll walk away with a more grounded understanding of how to build a company that is less dependent on you, how to protect your business and personal assets, and how to create more flexibility for whatever comes next.
WHO SHOULD ATTEND
This event is for small business owners who want to:
- Increase business value
- Protect assets and legacy
- Create options for the future
WHAT YOU’LL LEARN
Build & Exit
Learn how to create a business that runs without you, opening multiple exit paths and helping close the wealth gap.
Build & Protect
Understand how to better structure your business and personal assets to grow and preserve wealth.
Protect
Explore legal and estate strategies that help safeguard your business, your family, and your legacy.
EVENT DETAILS
Date: April 22, 2026
Time: 5:30 p.m. – 7:00 p.m.
Location: NoCo Hive Collective, 217 Racquette Dr., Fort Collins, CO
EVENT AGENDA
5:30 p.m. – Refreshments / Networking
5:45 p.m. – Welcome / Introductions
6:00 p.m. – Presentations
6:35 p.m. – Open Q&A / Discussion
MEET THE PRESENTERS
Philip Anderson
Attorney, Grant & Associates Law Firm
Estate planning expert focused on protecting families, assets, and long-term legacies.
Lisa Bard, CEPA®
Value Growth Advisor, Denver Business Coach
30+ years building and scaling businesses, focused on increasing value, reducing risk, and creating owner independence.
Matthew Voelker
Financial Advisor, Merrill Lynch Wealth Management
Specializes in integrated financial planning, investment strategy, and long-term wealth preservation.
WHY ATTEND
Because most owners are working hard inside the business without enough time spent protecting and strengthening the asset itself. This session gives you a straightforward framework to think about value, protection, and transition planning in a more coordinated way.
TICKET SECTION
Free event
Space is limited to 30 attendees
Guests welcome
RSVP required
Event Venue & Nearby Stays
NoCo Hive Collective, 217 Racquette Drive, Fort Collins, United States
USD 0.00
