Latest Past Events

Valuations – D.R.E.A.M.: The 5 Metrics That Move Multiples

You’re invited to join us for an upcoming in-person lunch & learn seminar designed for business owners and leaders who want to better understand what drives business value. Date: April 28, 2026 Time: 11:00 AM – 1:00 PM Location: Silicon Slopes: 2600 West Executive Parkway, Suite 140 Lehi, UT 84043 Lunch Provided During this session, our valuation…

ESOP’s for Construction Companies

Employee ownership can be a powerful option for construction company owners who want a thoughtful transition plan, a fair market buyer, and a way to reward and retain the people who helped build the business. This Lunch & Learn introduces Employee Stock Ownership Plans (ESOPs) in plain language, with a construction-focused lens. We’ll cover how…

Bankers & Brokers Pickleball Classic

Join us at The Picklr in West Jordan for the Haynie Bankers & Brokers Pickleball Classic. This exclusive networking event is designed specifically for bankers and insurance brokers. Enjoy two hours of connection, light competition, and meaningful conversation in a high-energy, relationship-focused setting. Whether you are a seasoned player or new to the game, this…