Check Out Bob Zarlengo’s Upcoming and Previous Events
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. He also speaks on a variety of business growth and development topics. If you’d be interested in having him speak at your organization’s future meeting or event, please contact us.
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Colorado Peer Advisory Board on Exit Planning
The Exit Planning Peer Advisory Board (PAB) is an affordable way to learn about exit planning, while growing your business and putting you in control of your future. Benefit from insights shared by other business owners who are also implementing their exit strategies while growing their business. Participation includes a one-on-one consultation with Bob every other month, between group meetings. Please contact us to learn more about the Peer Advisory Board or to attend a meeting as a guest.
Board Meetings are typically held the third Wednesday of every other month in the greater Denver, Colorado area or via Zoom.
2025 PAB Dates and Key Topics:
- January 15 – Key Performance Indicators (KPIs)
- March 19 – Current Tax Law and Legal Audit
- May 22 – Financial Statements and Financial Intelligence
- July 16 – Value Building and Value Drivers: This meeting is canceled; topic will be addressed in September.
- September 17 – People—The #1 Value Driver: Ownership Thinking/Working Genius/Generational Differences
- November 18 – Year-end planning: Strategy, Budget, Tax planning
Contact us to reserve your seat at the table.
One-on-one meetings are scheduled in opposite months.
I invite you to be my guest at our November 18 Peer Advisory Board (PAB) meeting.
Attend this last-of-the-year session via Zoom. You’ll meet other business owners as we discuss year-end planning, focusing primarily on strategy, budget and tax planning with a look at current tax law. Learn firsthand how the PAB benefits both business growth today and the future you envision.
What: Peer Advisory Board Meeting & Learning Session
When: November 18, 2025, 7:30 AM
Where: Via Zoom – you’ll receive sign in details after you reserve your seat.
Contact us to reserve your seat.
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BEI Webinars – Transferring Your Business to An Insider
Bob will be presenting two webinars for the Business Enterprise Institute (BEI).
May 7, 2025 – 11am-12pm MDT
6 Ways to Transfer Your Business to an Insider
May 21, 2025 – 11am-12pm MDT
Navigating Insider Transfers: Techniques, Advisors, Financial, and Income Tax Factors
These webinars are produced for members of BEI but they will be recorded and available to view on demand.
Check back here to view these webinars and learn about options and implications of transferring to a family member, key employee, or other insider.
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Lunch & Learn Strategy Session for Business Owners
Topic: Maximizing the Value of Your Business
Date: Thursday, May 1
Time: 11:30-1:00
In person, complimentary Seminar
Lunch included
Agenda: Maximizing the Value Through:
Part 1 – Ken Galecki, Exit360 Business Brokers: Strategy
Part 2 – Rick Arthur, CFO: Financials
Part 3 – Bob Zarlengo, RJZ Inc.: Value Drivers
Marketing Sponsored by: 5280 Accelerator
Contact us for an invite!!
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Bob Zarlengo Selected to Speak at PSA TEC 2021!
For the fifth consecutive year, Bob Zarlengo has been selected to speak at PSA TEC in Denver, May 3-6, 2021. Bob’s presentation, “Creative Ways to Compensate Key Employees” is slated for Tuesday, May 4 at 9:30AM.
Bob’s presentations typically attract 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. This year’s event can be attended live or will be available on demand.
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Bob Zarlengo Featured on Growth Amplifiers Podcast
All business owners who exit their business have three things in common. Watch my recent podcast with Kenny Harper of Growth Amplifiers for insights into the “three things” and to learn about the stages of a successful exit.
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Bob Zarlengo Selected to Speak at PSA TEC 2020!
For the fou
rth consecutive year, Bob Zarlengo has been selected to speak at PSA TEC in Denver, to be held April 20-23, 2020. Bob’s presentation is slated for Tuesday, April 21 at 10:30AM. NOTE: This event has been cancelled due to the COVID-19 pandemic.
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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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Bob 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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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.