About This Event
Held for the first time in 2026, the Business Owner Transition meeting is an in-person event focused on building and deepening relationships with small business owner clients – especially as they prepare to transition their businesses. By 2033, approximately 4.5 million small businesses valued at over $14 trillion will transition. This event is done in partnership with LXCouncil.
Attendees include executives from banks, credit unions, wirehouses, national, regional, and independent broker-dealers/RIAs, along with third-party broker-dealers, who will discuss their plans and challenges for capturing this wealth when it unlocks.
Thanks to the support of our sponsors, there is No Charge to attend a Saltzman Associates Roundtable.
Complimentary items include accommodations at the host property for the days of the event, all event-related food and beverage, and travel reimbursement.
Special Thanks To Our Sponsors
Event Details
When
Start:
March 10, 2027 at 12:00 PM
End:
March 11, 2027 at 1:00 PM
Eastern Time
Where
JW Marriott Charlotte
600 South College Street, Charlotte, North Carolina, 28202, USA
Contact
Saltzman Associates
704-243-4512
events@saltzmanassociates.com
THE COUNTDOWN BEGINS
- Days165
- Hours13
- Minutes27
- Seconds7