Check Out All of Bob Zarlengo’s Past and Upcoming Events

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Peer Advisory Board on Exit Planning – Held in Colorado and Virtually

The Peer Advisory Exit Planning Board is an inexpensive way to learn about exit planning strategies and puts you in control of your own exit. If you are interested in learning more about the Colorado or Virtual Board, please contact us to save your seat at the table.

Colorado Board Meetings are Held the 2nd Wednesday of Every Other Month.
Upcoming 2020 Dates:
January 15 – See below for information about our Guest Speaker!
March 18
May 20
July 15
September 16
November 18
Contact us to reserve your seat at the table.
(1:1 meetings are held in opposite months)

Virtual Board Meetings
Upcoming 2020 Dates:
To be announced
Contact us
to reserve your seat at the table.
(1:1 meetings are held in opposite months)

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Make plans today to join us at our January Colorado Peer Advisory Board (PAB) on Wednesday, January 15 and hear from our guest speaker, Jeff M. Wilson of LoomView.

Topic: Getting Top Dollar When Selling Your Business

You’ll Learn:

  • How to manage and improve 10 critical business numbers
  • Minor changes you can make that can potentially DOUBLE your business in less than 2 years
  • Get more cash when selling your business
  • Simple strategies for increasing margins
  • Best strategies for increasing profit margins, and much more!

Contact us to reserve your seat at the Peer Advisory Board meeting on January 15.

About Jeff M. Wilson

Jeff is a nationally recognized business consultant, coach, author, speaker, and an award-winning business coach. After earning his degree in economics from The Wharton Business School, he worked with more than 3,000 businesses in over 100 industries and became the #1 salesperson for several national companies in multiple industries. His company, LoomView, is an advisor to emerging businesses, and leading Fortune 500 companies. They specialize in integrating data, processes, people, and tools to double and triple businesses in 3 to 5 years.

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Bob Zarlengo Selected to Speak at PSA TEC 2020!

For the fourth consecutive year, Bob Zarlengo has been selected to speak PSA TEC in Denver, held during the week of April 20-23, 2020.  Bob’s presentation, “Creative Ways to Compensate Key Employees” is slated for Tuesday, April 21 at 10:30AM.

In year’s past, Bob’s presentations have attracted closely-held business owners who are considering exiting their companies in the future. This year’s presentation will provide business owners, members of leadership teams, and upper-level managers with insights into the process for:

  • Ensuring the right people are in the right seats
  • Creative ways to motivate, compensate and retain employees
  • Optimizing and understanding how engagement affects performance and impacts the bottom line
  • Applying tangible and intangible compensation for key employees
  • Incorporating key employee retention strategies into an exit plan

PSA TEC is the premier education and networking event for all professional systems integrators and features industry leading education and certification programs designed to advance the skills and expertise of industry professionals nationwide. Learn more at www.psatec.com

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Finding, Compensating, and Motivating Key Employees

Bob Zarlengo spoke at the NoCoM Lunch and Learn in May on Finding, Compensating and Motivating Key Employees.

If you’re interested in having Bob bring this topic to your group or organization, please contact us. This presentation is especially beneficial for business owners.

Overview: Every business leader knows the importance of having the right people in the right positions. These “key employees” help keep your company on track and growing. Key employees are especially important if you are a business owner who will one day retire or sell your company. A large portion of your successful exit depends on key employees. If you already have these exceptional people on your team, how do you keep them? If you need to fill key roles, how do you find and add great talent to your business? Get some insight and strategy into finding and keeping the right people in the right seats. You’ll learn how to attract, compensate, and motivate key employees.   

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Bob Zarlengo Spoke at PSA TEC 2019:
How the New Tax Law will Impact You and Your Business

For the third straight year, Bob spoke at PSA TEC in Denver on March 12, 2019. His presentation, “How the New Tax Law will Impact You and Your Business” drew a crowd of closely-held business owners who wanted to learn more about the intricacies of the new law.  

PSA TEC is the premier education and networking event for all professional systems integrators and features industry leading education and certification programs designed to advance the skills and expertise of industry professionals nationwide. Learn more at www.psatec.com

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How the Tax Cuts and Jobs Act Affects Small Businesses

On October 11, Bob spoke at the Colorado Trusted Advisors Meeting, South Chapter.

He presented on the new Tax Cuts and Jobs Act of 2017 and gave attendees insights on what to be talking to your CPA about now before the end of the calendar year. Learn more about the National Trusted Advisors Organization at www.nta-home.org.

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Bob Zarlengo Speaks at The 2018 CSA Annual Conference

On October 5, Bob spoke at the Colorado Staffing Association’s annual conference in Denver. He hosted two breakout sessions, one providing an overview on strategic exit planning, and the other on key things to think about as you grow your business and how they relate to value drivers.

Learn more about The Colorado Staffing Association at www.coloradostaffing.org.

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Bob Zarlengo Speaks at The Denver Executive Association

In May, Bob spoke to the DEA membership on: Who’s Driving Your Bus? A Primer on Exit Planning. Learn more about the Denver Executive Association, an invitation-only membership, at denverexecutiveassociation.com.

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Paving the Road to Your Successful Exit

Bank of the West held a special event in May at The Club at Rolling Hills in Golden. Bob Zarlengo, Certified Exit Planner for RJZ Inc., and David Kendall, Founder of Bold Legal, LLC were the featured speakers. Owners of closely-held businesses attended to  get insights on planning their successful exit. Contact us today to bring this presentation to your organization or event.

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PSA TEC 2018 LogoBob Zarlengo Presents at TEC 2018

Bob Zarlengo was invited for the 2nd consecutive year to speak at the PSA TEC Conference in Denver. TEC, presented by PSA Security Network, features industry leading education and certification programs to advance the skills and expertise of industry professionals nationwide. Bob spoke about Planning Your Exit to an Insider without Overpaying the Taxes.

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Bob Zarlengo Speaks at the BEI 2017 National Exit Planning Conference in Denver

Bob Zarlengo was a speaker at the BEI 2017 National Exit Planning Conference in Denver. His presentation on transitioning ownership to an insider covered the 6 different transition strategies, including real world examples of how owners can minimize tax implications within each strategy.

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Zarlengo exit strategy

Book Bob Zarlengo for Your Next Business Event

Bob Zarlengo frequently speaks to business owners at large conferences and smaller events on the exit planning process. Business owners gain an understanding of when they should start considering planning their exit, how to construct an advisory team, how to identify their GAP, and the 7-step planning process. If you’d be interested in having him speak at your organization’s future meeting or event, please contact us.