Mergers & Acquisitions Lunch

Every business journey is unique, whether you’re scaling, planning an exit, or charting your path forward. The decisions you make today will shape your future, and the right partners can make all the difference.

At First Western Trust, we work with business owners to craft financial strategies aligned with their goals. Whether selling, acquiring, or transitioning a business, we’re here to guide you.

Join us for an exclusive lunch event to explore strategies for growth, succession planning, and maximizing value. Connect with fellow business owners and hear from Marla DiCarlo, co-founder of Biz Navigators, on successfully growing, transitioning, or exiting your business.

Discussion Topics

• Key strategies for scaling your business and preparing for growth
• How to approach succession planning and exit strategies with confidence
• Common pitfalls in mergers and acquisitions—and how to avoid them
• The role of financial partnerships in securing long-term success
• Navigating business transitions with the right guidance and expertise