Advisor Resource Center
Where Trusted Advisors Come Together
Designed to support both your client work and your network. You will find resources that can be used in client conversations, along with connection points that help you stay close to other advisors working with similar businesses.
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Events Calendar
Advisor Resource Calendar
Events we are tracking and recommending based on their relevance to advisors looking to stay connected and build their network.
PITCHFEST | The Innovation Era #PHFEST26
5:00 PM – 10:00 PM · Santa Monica, California · Santa Monica
ACG OC Women’s First Annual Wellness Event | 09.23.2026
4:00 PM · 3 Park Plaza Irvine, CA 92614 United States
ACG 101 Sept 23rd 2026 State of Private Credit Panel
5:30 PM · The Provence Room at The Westlake Village Inn - 31943 Agoura Road Westlake Village, CA 91361 United States
Beyond the Exit: Advanced Wealth Strategies for Post-Liquidity Planning
11:30 AM – 1:30 PM
ACG OC NextGen Golf & Pizza | 09.29.2026
4:00 PM · Newport Beach Golf Course - 3100 Irvine Avenue Newport Beach, CA 92660 United States
Buy-Sell Agreement Planning: Insights and Implications Post-Connelly Decision
3:00 PM – 5:00 PM
PITCHFEST | Startup World Cup | LA Regional #PHFEST26
5:00 PM – 10:00 PM · Santa Monica, California · Santa Monica
Tech Spotlight: From Financial Complexity to Clarity: A Modern Approach to Enterprise
12:45 PM · Virtual
ACG OC Oktoberfest | 10.06.2026
5:30 PM · Biergarten at Old World Village - 7561 Center Avenue Huntington Beach, CA 92647 United States
Perspectives Series: Entrepreneurs Reveals: An Intimate Conversation with an Owner
8:00 AM – 8:30 AM
ACG Los Angeles | New & Prospective Member Breakfast, October 2026
8:00 AM · Beverly Hills Chamber of Commerce - 9400 South Santa Monica Boulevard Beverly Hills, CA 90210 United States
ACG OC Academy: The Inner Workings of a Private Equity Deal | 10.07.2026
4:30 PM · FBFK Law - 5 Park Plaza Irvine, CA 92614 United States
ACG Los Angeles | Fall Tennis, 2026
1:00 PM · Los Angeles Tennis Club - 5851 Clinton Street Los Angeles, CA 90004 United States
ACG San Diego | The Architecture of Travel Hacking
4:00 PM · 3443 Tripp Court San Diego, CA 92121 United States
2026 ACG Aerospace & Defense Middle Market Leadership Forum
Marina del Rey Marriott - 4100 Admiralty Way Marina del Rey, CA 90292 United States
ACG OC Breakfast with the Board | 10.14.2026
7:30 AM · Bahia Corinthian Yacht Club - 1601 Bayside Drive Newport Beach, CA 92625 United States
2026 ACG Aerospace & Defense Middle Market Leadership Forum
Marina del Rey Marriott - 4100 Admiralty Way Marina del Rey, CA 90292 United States
ACG OC Women’s Luncheon | 10.15.2026
11:45 AM · The Capital Grille - 3333 Bristol Street Costa Mesa, CA 92626 United States
Tech Spotlight: Autonomous Finance: Cutting Through the AI Hype in CPM
1:45 PM · Virtual
ACG OC SoCAL Capital Summit | 10.20.2026
2:30 PM · Irvine Marriott - 18000 Von Karman Avenue Irvine, CA 92612 United States
ESOP Succession Planning: Structuring Liquidity While Preserving Legacy
11:00 AM – 1:00 PM
ACG Los Angeles | Women of ACG Fall Event, October 2026
3:00 PM · Wally's Santa Monica - 214 Wilshire Boulevard Santa Monica, CA 90401 United States
ACG 101 Oct 22 2026 Family Office Panel
5:30 PM · The Luxe Hotel - 11461 Sunset Boulevard Los Angeles, CA 90049 United States
ACG San Diego | Deal Story: Strategic Fit as the North Star
4:00 PM · Mintz - 3580 Carmel Mountain Road San Diego, CA 92130 United States
ACG Los Angeles | Casino Night Benefiting Veterans, 2026
6:00 PM · Jonathan Club – Town Club on South Patio - 545 South Figueroa Street Los Angeles, CA 90071 United States
ACG 101 Nov 4th 2026 Women In Corporate Growth Luncheon
11:00 AM · The Luxe Hotel - 11461 Sunset Boulevard Los Angeles, CA 90049 United States
ACG OC New Member Happy Hour | 11.05.2026
5:00 PM · Classic Q - 4251 Macarthur Boulevard Newport Beach, CA 92660 United States
Creating a 6, 12, 24, 36 Month Exit Plan – What Should Be Done At Which Stage and by Whom
3:00 PM – 5:00 PM
ACG Las Vegas | Networking Event
5:30 PM · Snell & Wilmer Offices - 1700 South Pavilion Center Drive Las Vegas, NV 89135 United States
ACG Los Angeles | State of Private Credit, 2026
5:00 PM · The Beverly Hilton - 9876 Wilshire Boulevard Beverly Hills, CA 90210 United States
PITCHFEST | The Technology Movement #PHFEST26
5:00 PM – 10:00 PM · Santa Monica, California · Santa Monica
ACG San Diego Women’s Series | Daring to Be Different: A Founder’s Path from Idea to Public Company
5:00 PM · 3580 Carmel Mountain Road San Diego, CA 92130 United States
ACG Los Angeles | 16th Annual Private Equity Roundtable Golf Invitational
PGA West (Dunes Course) - 50-200 Avenue Vista Bonita La Quinta, CA 92253 United States
ACG OC Holiday Party | 12.03.2026
6:00 PM · The Winery - 3131 West Coast Highway Newport Beach, CA 92663 United States
ACG San Diego | Holiday Party 2026
6:00 PM · 710 Camino Del Mar Del Mar, CA 92014 United States
PITCHFEST | Holiday & Year-End Showcase #PHFEST26
5:00 PM – 10:00 PM · Santa Monica, California · Santa Monica
ACG OC 24th Annual Private Equity Marketplace Deal Flow & Wine Tasting Event | 01.14.2027
5:30 PM · The Ritz-Carlton - Laguna Niguel
What Partners Are Saying
Trusted by the Advisors Who Refer to Us
“Objective’s process is unlike anything I’ve seen at this market level. My clients close confident, and the experience reflects well on me as their advisor.”
Robert H.
M&A Attorney · San Francisco
“Their valuation team removes friction from every deal I refer. They protect both sides fairly and keep me informed at every step.”
Sarah K.
Wealth Manager · Los Angeles
Exit Readiness Program
For owners who aren't quite ready to sell.
Exit+ is Objective’s readiness program that is built for business owners who are 1–3 years from a sale. We’re highly selective about who we invite into the program, because we invest real time and resources into each client.
Founder Resources
Owners' Toolkit for Thinking About M&A
Practical guides and insights to help your clients navigate valuation and position their business for a successful transaction.
The CEO's Guide to Selling a Business
A gated, downloadable guide covering valuation, timing, and process for owners considering a sale.
How to Navigate the M&A Process When Selling Your Business
A step-by-step walkthrough of a typical sell-side engagement, from prep work to close.
Preparing Your Business for Sale
Systems Simplified podcast with Channing Hamlet on building systems that earn a premium.
Essential Tips for Business Owners Facing Acquisition Offers
The Deal Scout podcast with Trever Acers on how to respond to acquisition offers.
For Partnering Advisors
Refer a Client with Confidence
Our Referral Partner Tearsheet gives you everything you need to introduce a client: deal criteria ($25M–$50M enterprise value, ~$3M–$25M EBITDA/ARR), our sell-side process, dual investment banking & valuation capabilities, and direct lines to our senior bankers.
- Sell-side deal criteria
- 90% transaction closure rate
- Specialized industry practices
- Senior banker contacts
Join the Community
Become a Referral Partner
Tell us a little about yourself and how you'd like to stay connected. We build real relationships with the advisors in our network, not just a mailing list.
Thank you — request received.
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Let's build something together
Join the advisors who partner with Objective to give their clients a confident path to exit.