You're Invited: Navigating Your Business Transition

As a business owner, you've invested tremendous time and effort into building a successful company. While every private business will eventually experience a transition, many owners overlook the critical importance of planning ahead. Aligning your personal financial goals with your business transition strategy is key to optimizing the outcome — and ensuring you're in control of how that transition unfolds.

Whether you're preparing to transition soon or years down the road, having a well-defined strategy in place can make all the difference.

Virginia Asset Management invites you to an exclusive dinner event and discussion on business transition planning, featuring insights from two distinguished guest speakers:

Ken DiCairano, CFA, CEPA®
Director, Head of Business Owner Advisory
City National Bank

Ted Cox, CFA, CFP®, CPWA®, CEPA®
Senior Managing Director, Senior Investment Consultant
City National Rochdale

📅 Wednesday, June 11
🕠 5:30 PM – 8:00 PM
📍 Ruth’s Chris Steak House – Midlothian

Enjoy a fine dining experience while gaining valuable insights on how to approach your business transition with clarity and confidence. We look forward to seeing you there.