April 25 - 12pm to 1pm
What is Your Client’s Business Worth?
The Secrets of Business Valuation

Zoom Virtual event (Zoom link provided with registration)
Your client’s business will typically be one of their largest assets. However, many business owners have never gone through a formal business valuation or their idea of its value may be more of a guess. Having an accurate valuation is hugely important for the business and their personal financial planning. Attend this meeting to learn core valuation concepts and demystify key terms and processes. Ideal for both valuation novices and those who need a refresher or more clarity on valuation. Key Topics of this presentation include: a basic theory of business valuation, how to gather useful data on the economy, industries, and specific businesses to assist in valuation accuracy, valuation fundamentals and techniques, and appropriate methodologies for your valuation purpose.
About Our Speaker:
As Director of Capstone’s M&A Advisory Services, Brian is a proven Growth Engineer experienced in conducting middle-market transactions on both the buy and sell sides. He works side-by-side with clients throughout the deal making process.In his role with the Capstone Team, Brian's presence throughout the process develops actionable transition strategies that maximize value and create generational wealth.Brian’s career in finance began in the “.com” era working with several venture-backed firms before spending several years with The Vanguard Group where he led a team of financial analysts managing the budgeting process and conducting financial analysis on a variety of technology initiatives. He then transitioned to working with a small private equity fund where he worked on a variety of projects including technology, real estate, and oil and gas. This work then led him to advising in private company mergers and acquisitions.Prior to joining Capstone, Brian was the Director of Wipfli’s Business Transition Group, where he led a multi-disciplinary team in the firm’s national offering to help private business owners devise and execute an appropriate transition strategy.Brian has assisted companies in raising private and venture-backed capital. He is the co-developer of system processes which assess, collaborate, and implement a client’s strategic transition objectives. He has worked with clients across a diverse cross-section of industries including agriculture, construction, healthcare, investment banking, manufacturing, wealth management, and technology.He holds a BS in Finance and an MBA, both from Pennsylvania State University.

June 12 - 9am to 1pm
High Net Worth Symposium

Lesher Center for the Arts
1601 Civic Dr
Walnut Creek, CA 94596

Mark your calendar for this amazing event!

Our Commitment

NAIFA-Greater Bay Area is committed to supporting, promoting, and protecting the insurance and financial services industry, with a focus on agents and advisors as they serve and meet the needs of their clients and the community.

Why Join?

NAIFA and NAIFA-Greater Bay Area exist to help our members grow and maintain successful business practices in the financial services field. We do this by providing top-quality education and training, ongoing professional development, networking and mentoring, new sales and practices ideas, industry news and updates, and outstanding legislative and regulatory advocacy at the state and federal levels.


Your membership in NAIFA and NAIFA-Greater Bay Area is an investment in your professional career that will help ensure your business has a strong bottom line as your association strives each day to ensure a business climate that is conducive to your success.