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DTSTART;TZID=UTC:20250618T113000
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UID:5501-1750246200-1750253400@bridge.financial
SUMMARY:Bridge Monthly Lunch & Learn: Grow Your AUM Through Strategic M&A Partnerships
DESCRIPTION:Bridge Monthly Lunch & Learn: Grow Your AUM Through Strategic M&A Partnerships \n​📅 This Month’s Focus: Financial Advisors & Wealth Managers\n🍽️ Complimentary Lunch | 🤝 High-Value Networking | 🎓 Tactical Education \n​Join us for the Bridge Monthly Lunch & Learn — an exclusive networking and educational series designed to help financial professionals like you unlock new revenue opportunities\, generate qualified leads\, and offer enhanced services to clients through strategic M&A partnerships. \n​This month\, we’re focused on how Financial Advisors and Wealth Managers can work with Bridge to: \n​✅ Increase Assets Under Management (AUM) through succession and exit planning\n✅ Offer business valuations and brokerage services as a value-add\n✅ Partner on M&A deals that strengthen client retention and trust\n✅ Gain insight into small business exit strategies and how they align with financial planning \n​Whether you’re serving high-net-worth individuals\, business owners\, or family offices\, understanding the role of M&A and valuations can elevate your advisory practice — and directly impact your bottom line. \n​Who Should Attend:\nFinancial Advisors • Wealth Managers • RIAs • Estate Planners • CPAs • Attorneys • Business Consultants \n​Why Attend:\n✔ Learn how to integrate business valuations into your offerings\n✔ Discover new pathways to increase AUM\n✔ Expand your referral network\n✔ Access tools to better serve business-owning clients \n​Don’t miss this chance to grow professionally\, build relationships\, and discover how Bridge can help you deliver more value to your clients — while growing your practice.
URL:https://bridge.financial/event/bridge-monthly-lunch-learn-grow-your-aum-through-strategic-ma-partnerships/
LOCATION:Miyazaki\, 6223 S State St #4\, Murray\, UT\, 84107\, United States
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DTSTART;TZID=UTC:20250612T123000
DTEND;TZID=UTC:20250612T150000
DTSTAMP:20260627T153455
CREATED:20250605T035903Z
LAST-MODIFIED:20250605T035903Z
UID:5554-1749731400-1749740400@bridge.financial
SUMMARY:Utah X Korea Business Forum & Networking Luncheon
DESCRIPTION:12:30 PM – 1:15 PM | Networking Lunch\n•  Open networking luncheon with Utah and Korean business leaders\, trade officials\, and community stakeholders\n•  Lunch catered by Yummy’s Korean BBQ \n1:15 PM – 1:30 PM | Opening Remarks\n•    GOEO Representative – Utah’s global economic vision\n•    Consul General Lim – Strengthening Utah–Korea relations \n1:30 PM – 2:00 PM | Business Pitch Showcase\nFour 7-minute pitches\n•   Simple Citizen CEO Sam Stoddard\n•    Hexagon VC CEO Christian Thatcher\n•    Bridge CEO Jimmy Choi \n2:00 PM – 2:45  PM | Expert Panel: “Bridging Utah and Korea Through Trade\, Talent\, and Tourism”\nPanelists:\nModerator: Jimmy Choi CEO Bridge.Fiancial \nPanelists:\n•    GOEO\, Managing Director\, Jim Grover\n•    EDC Utah Executive Director\, Ryan Starks\n•    World Trade Center Utah COO\, David Carlebatch
URL:https://bridge.financial/event/2025-utah-x-korea-business-forum-networking-luncheon/
LOCATION:World Trade Center Building\, 60 E S Temple St #300\, Salt Lake City\, UT\, 84111\, United States
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DTSTART;TZID=America/Chicago:20250611T110000
DTEND;TZID=America/Chicago:20250611T120000
DTSTAMP:20260627T153455
CREATED:20250602T203820Z
LAST-MODIFIED:20250602T204356Z
UID:5457-1749639600-1749643200@bridge.financial
SUMMARY:Interactive Business Valuation Workshop
DESCRIPTION:​Join us for a 45 minute Interactive Valuation Workshop\, a concise\, hands on session that will help business owners understand what a business valuation is\, explore the key methodologies\, recognize its importance and purpose\, and learn actionable strategies to increase their company’s value. In this live event\, you will: \n​Discover What a Valuation Really Is: Define what drives value\, how buyers think\, and why knowing your company’s worth matters—whether for funding\, exits\, or benchmarking growth. \n​Explore Proven Methodologies: In a concise case study\, see how market multiples (comps)\, discounted cash flow (DCF)\, and asset based approaches work in practice—and learn when each is most appropriate. \n​Understand Its Purpose: Learn why investors\, lenders\, and buyers rely on objective valuations—and how a clear number strengthens negotiations\, uncovers blind spots\, and guides strategic decisions. \n​Boost Your Value: Get a simple checklist of high impact levers—revenue growth\, margin improvement\, customer diversification\, and clean financials—to raise your multiple immediately.
URL:https://bridge.financial/event/interactive-business-valuation-workshop/
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