SAN RAFAEL, Calif.--(BUSINESS WIRE)--Private Ocean, a West Coast based wealth management firm, and the Barowsky School of Business announced today their first-ever Small Business Workshop, to be held May 16-17, 2019 on the Dominican University of California campus in San Rafael.
The 2019 Small Business Workshop is an intensive day and a half event that offers valuable, real-world knowledge, best practices and hands-on education for business owners and their employees, private investors, advisors and “Family Office” managers. Designed to address the unique challenges facing small business owners, breakout sessions will address how to:
- Understand the typical growth patterns of firms
- Establish guidelines for accumulating wealth versus supplying growth capital
- Navigate fierce competition, generational shifts, and globalization
- Enforce accountability and assert your leadership role
- Learn pros and cons of family involvement
- Recognize how to best match skills to roles
- Ensure sustainability of your enterprise while considering your legacy
“Business owners today face very unique challenges which can seem overwhelming and isolating without resources to support their growth,” said Susan Dickson, Chief Operating Officer at Private Ocean. “As members of this community and with many former business owners on our advisor team, we are honored to partner with the Barowsky School to share our knowledge and expertise with fellow entrepreneurs.”
To learn more and to register, go to dusmallbusiness.eventbrite.com. Follow Private Ocean on Twitter @_privateocean for updates on the event.
About Private Ocean
Private Ocean is a West Coast-based wealth management firm deliberately structured to give clients the intimate experience of a small firm while harnessing the power, depth and discipline of a much larger one. Formed in 2009, Private Ocean (www.privateocean.com) combined two of the oldest privately-held wealth management firms in the San Francisco Bay Area. Founded by Richard Stone and Greg Friedman, the firm has over $2.2 billion in assets under management as of September 30, 2018, and has locations in San Rafael, San Francisco, Walnut Creek and Seattle.
