News

Community Insights: Understanding Options for Your Business

San Diego, CA- January 23, 2018 – Objective Capital Partners, a middle-market M&A Advisory Firm located in Southern California, is pleased to announce that Trever Acers, a Managing Director at the firm, will be presenting at a series of monthly Community Insights alongside Greg Banner, Vice President at Asset Preservation Strategies. This series of discussions is targeted towards business owners to help them understand planning options for their business. The Community Insights series is designed to introduce estate, financial, business, real estate as well as long-term care planning clients to the various options that facilitate achieving their goals.

There is no cost to attend the Community Insights series but you must register online at:

www.ComIns-BFTandObjCap.com

Community Insights Series Information:

Thursday, February 1, 2018 from 7:30am – 10:00am – San Diego Marriott Del Mar (Main Ballroom)

Someone is Interested in Buying My Business – What Do I Do Now? Family Businesses: Attractiveness, Readiness and Valuation – Factors that Business Owners Often Don’t Know

Thursday, March 1, 2018 from 7:30am – 10:00am – San Diego Marriott La Jolla (La Jolla Ballroom)

Strategies to Consider at This Critical Juncture in Your Business and Personal Life:  Navigating a Sale, Risk Mitigation, and Tax Reduction Family Businesses: Where Are You Going and How Will You Get There?

Thursday, April 5, 2018 from 7:30am – 10:00am – San Diego Marriott Del Mar (Main Ballroom)

Someone is Interested in Buying My Business – What Do I Do Now? Family Businesses: Options for Growth, Succession, and Exit

Thursday, May 3, 2018 from 7:30am – 10:00am – San Diego Marriott Del Mar (Main Ballroom)

Strategies to Consider at _is Critical Juncture in Your Business and Personal Life:  Navigating a Sale, Risk Mitigation, and Tax Reduction Family Businesses: Attractiveness, Readiness and Valuation – Factors that Business Owners Often Don’t Know

Thursday, June 7, 2018 from 7:30am – 10:00am – San Diego Marriott La Jolla (La Jolla Ballroom)

Someone is Interested in Buying My Business – What Do I Do Now? Family Businesses: Where Are You Going and How Will You Get There?

Thursday, July 5, 2018 from 7:30am – 10:00am – San Diego Marriott Del Mar (Main Ballroom)

Strategies to Consider at _is Critical Juncture in Your Business and Personal Life:  Navigating a Sale, Risk Mitigation, and Tax Reduction Family Businesses: Options for Growth, Succession, and Exit

About Objective Capital Partners

Objective Capital Partners, LLC is a leading M&A investment banking firm serving the transaction needs of middle market and growth stage companies in four industry sectors of expertise: Technology, Consumer, Healthcare & life sciences, and Business services. Headquartered in Southern California since 2006, the firm provides sell-side, buy-side, growth capital and valuation services. The executive team has collectively engaged in more than 500 successful transactions and bring a unique combination of investment banking, private equity, and business ownership experience that enables Objective Capital Partners to provide large enterprise caliber investment banking services to middle-market companies. Securities and investment banking services are offered through BA Securities, LLC Member FINRA, SIPC. Principals of Objective Capital are Registered Representatives of BA Securities. Objective Capital Partners and BA Securities are separate and unaffiliated entities. Additional information on Objective Capital Partners is available at www.objectivecp.com.

About Business and Family Transitions

Business and Family Transitions, LLC works with affluent clients for whom they can make a significant impact, whose values they share, and with whom they can develop a meaningful relationship.  They take the time to bring a vast array of resources to help each client make smart decisions in every aspect of their lives. Their highly skilled team of consultants offers objective and compassionate advice to ensure excellent stewardship of your financial and emotional wealth. Their principals each have over 28 years of experience working with families, entrepreneurs, and business owners and are here to help you achieve your business and wealth objectives.

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Objective Capital Partners Contact:

Contact: Mandy F. Woods

Business Office Manager

Tel: 858-208-3442

mandy.woods@objectivecp.com

Disclosure

This news release is for informational purposes only and does not constitute an offer, invitation or recommendation to buy, sell, subscribe for or issue any securities. While the information provided herein is believed to be accurate and reliable, Objective Capital Partners and BA Securities, LLC make no representations or warranties, expressed or implied, as to the accuracy or completeness of such information. All information contained herein is preliminary, limited and subject to completion, correction or amendment. It should not be construed as investment, legal, or tax advice and may not be reproduced or distributed to any person.