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Executive Round Table Dinner: Insights, Strategy, and Gourmet Excellence

Register Your Seat Now!

Your Exclusive Invitation Awaits

Join an elite group of private equity-backed CEOs, CFOs, and business founders for an extraordinary evening of collaboration, strategy, and unparalleled dining.
On Wednesday, February 12, 2025, at 5:30 PM, the iconic Mastro’s Ocean Club in Boston transforms into a haven for visionary leaders eager to unlock new opportunities. This is no ordinary dinner. It’s a private, invitation-only round table forum designed to spark candid conversations and exchange actionable insights. Topics include:

  • Setting Maximum Valuation Expectations: Learn what it takes to exceed investor or acquirer benchmarks.
  • Building Operational Leverage: Discover strategies for scaling efficiently while minimizing risk.
  • Spotting “Green Shoots” in 2025: Identify the early signs of recovery and growth before your competitors.

Why You Can't Miss This:

  • Peer-to-Peer Collaboration: Exchange ideas and experiences with like-minded leaders navigating similar challenges.
  • Actionable Strategies: Walk away with insights to transform your business.
  • World-Class Dining: Experience the luxury of Mastro’s signature steak and seafood while enjoying the company of Boston’s brightest minds.
  • World-Class Dining: Experience the luxury of Mastro’s signature steak and seafood while enjoying the company of Boston’s brightest minds.
  • Seats are intentionally limited to ensure meaningful discussions and connections. Don’t let this opportunity slip away—reserve your spot today!
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Executive Round Table Dinner:

Insights, Strategy, and Gourmet Excellence

Executive Round Table Dinner

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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.

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