INCREASE EXPERT
Business Advisors
Maximize Your Business Value for Long-Term Financial Success
Are you ready to unlock your business’s full potential and secure your financial future?
Join top business leaders and industry experts at the Strategic Growth: Building Business and Personal Wealth Seminar on June 25th at the Bernstein Private Wealth Management office in DC.
Designed for business owners like you, this in-person event offers actionable strategies to immediately enhance the value of your business, plan now for a future sale, and transition seamlessly toward personal wealth creation.
Why
Attend?
We understand the challenges you face as a business owner navigating growth and planning for the future. This seminar is tailored to address your most pressing concerns, giving you the tools and knowledge to confidently take your business and personal finances to the next level.
What You'll Gain:
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Exit Planning Expertise: Learn how to increase your company’s valuation and prepare for a lucrative sale.
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Financial Independence Strategies: Discover how to turn business success into long-term personal wealth.
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Actionable Insights: Gain clarity on using financial statements and KPIs to make informed decisions.
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Networking Opportunities: Connect with fellow business owners, industry specialists, and trusted advisors in your community.
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BONUS: Each attendee will receive a complimentary Business Health Check Report customized to your business
Who Should Attend?
Business Owners with companies generating $500k+ in annual revenue
Local Industry Experts, including corporate attorneys, investment bankers, M&A advisors, and tax professionals.
Event Details
Date: June 25, 2024 at 5:30pm
Location: Bernstein Private Wealth Management
800 Connecticut Ave NW, Washington, DC 20006
Don’t miss this opportunity to focus on your big-picture goals and create a roadmap to financial success.
Josh brings 10 years of experience in business development, customer service, and consultation to the Supporting Strategies Northern Virginia Team.
His consultative approach working with SMB’s, Associations, and Non-profits has allowed them to improve their processes, become more efficient, and achieve growth. He prides himself on being an excellent networker, connector, and relationship builder.
Josh received a bachelor’s degree in political science from Towson University. He currently resides in Alexandria, VA with his wife Leslie and they can most likely be found on an adventure with their black lab Grant.
Amanda “Panda” Ludwig is a seasoned business advisor, award-winning entrepreneur, and professional speaker, dedicated to helping small businesses scale profitably and achieve successful exits. With firsthand experience as a business owner who successfully exited her own company, Panda brings a unique perspective and deep understanding of the entrepreneurial journey. Her expertise lies in financial storytelling, a skill that allows her to transform complex financial data into clear and compelling narratives that empower business owners to make strategic, informed decisions.
Over the course of her career, she has partnered with hundreds of businesses across industries such as tech, construction, and real estate, assisting them in leveling up their profits, streamlining operations, and preparing for sustainable growth. Panda’s business degree, complemented by a minor in piano performance, reflects her rare combination of analytical rigor and creativity. Her early ventures in beauty, music, and education laid the foundation for her entrepreneurial success, which she later channeled into founding a cutting-edge business advisory firm in 2012. Committed to enabling business owners to achieve both financial success and time freedom, Panda’s mission is to guide them toward building thriving, scalable enterprises that can endure the test of time.
Darren Kataja is a Vice President and Wealth Advisor with the Washington, DC office of Bernstein Private Wealth Management. Darren operates with a genuine interest in who his clients are and what’s made them successful. In his practice, he uses that understanding to provide comprehensive investment and planning services with a special focus on firstgeneration wealth creators, often private business owners, with multi-generational planning needs.
Before joining Bernstein in 2021, Darren spent more than 5 years as an advisor at Truist Wealth serving high net worth families and business owners. He graduated with highest distinction from the KenanFlagler Business School at the University of North Carolina, Chapel Hill with degrees in Business Administration and Economics. Outside of work, Darren and enjoys travelling to both new and familiar destinations with his wife Andria, playing tennis, and exploring the DC culinary scene.
