Jonathan Penta to Host Panel on Driving Transformation and Growth

Penta Wealth Management

Jonathan Penta, CEPA®, President & CEO of Penta Wealth Management, cordially invites you to an exclusive dinner event on “Driving Transformation and Growth: Unlocking Your Company’s Value”. Jonathan has assembled top business leaders to share their insights on how entrepreneurs, business owners, and CEOs are finding success in challenging times.

A lively panel discussion led by Tom Sherwin, President & CEO of CEO Resources, Inc. will cover:

  • Transition and Transformation Strategies
  • Capital Raising and Monetization
  • M&A and Private Equity Opportunities
  • Succession and Exit Planning
  • Sustainability and Global Business Trends
  • Business Value Acceleration

Leave with practical advice and actionable strategies that you can apply to your own business.

Who should attend: Business owners, entrepreneurs, or CEOs looking to elevate your business or prepare for a successful exit

What: Driving Business Growth & Transformation: Unlocking Your Company’s Value

When: Thursday, September 19, 2024

Where: Davio’s Chestnut Hill, 55 Boylston Street, Chestnut Hill, MA 02467

Register to attend. >>

Panelists include Janice O’Reilly, Partner at AAFCPAsGregory R. Rush, Senior Managing Director at Dunn Rush & Co.Shannon S. Zollo, M&A and Private Equity at Nutter, and Gregory Stoller, Master Lecturer at Boston University Questrom School of Business.

If you have questions about this dinner event, please contact Jonathan Penta, CEPA®, President & CEO of Penta Wealth Management  at 617.515.4709 or jonathan@pentawm.com.

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Penta Wealth Management is proud to announce that we have been named as one of the Top Wealth Management Services Providers of 2023 by Banking CIO Outlook. The list recognizes the top firms who are at the forefront of delivering wealth management services and was determined using market research focused on peer/client recommendations and best practices. We are honored by this acknowledgment and proud of our team’s commitment to excellence.