Amida Wealth is an example of entrepreneurship at its finest. As an entrepreneur, one of your most valuable assets can be insight. Insight into your market, into your competitors, into your peers, and of course into your business finances. For this valuable insight, we bring to you Business Round Table.
From a financial perspective, entrepreneurs must be able to separate personal and business goals, explore funding options, focus on liquidity, asses and manage risk, create a succession and retirement plan, and more. These are a few examples of topics we will discuss and provide guidance on.
Attendees will have the chance to share their personal experience and adjustments they have had to make in their entrepreneurial journey. They will have the chance to build a community and gain valuable insights from like-minded people. The Business Round Table events will take place quarterly. They will be held at set locations with remote viewing opportunities.
Attendees include clients of Amida, small business owners of more than 7 years, connections of Amida and their networks. We will provide guidance in ways to proactively plan for any situation, as well as, ways to strengthen business and personal life.