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 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 San Diego Women’s Series | Daring to Be Different
5:00 PM · Mintz - Mintz 3580 Carmel Mountain Rd San Diego, CA 92130 United States
ACG Los Angeles | 16th Annual Private Equity Roundtable Golf Invitational
PGA West (Dunes Course) - 50-200 Avenida 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
5:00 PM · Hotel Indigo Del Mar - Hotel Indigo Del Mar Del Mar, CA 92014 United States
ACG Los Angeles | Holiday Party, 2026
6:00 PM · Luxe Sunset Boulevard Hotel - 11461 West Sunset Boulevard Los Angeles, CA 90049 United States
PITCHFEST | Holiday & Year-End Showcase #PHFEST26
5:00 PM – 10:00 PM · Santa Monica, California · Santa Monica
ACG OC Women’s Holiday Luncheon | 12.15.2026
11:30 AM · The Pacific Club - 4110 Macarthur Boulevard Newport Beach, CA 92660 United States
ACG 101 December 16th Holiday Celebration
5:30 PM · The Vintage Room at The Westlake Village Inn - 31943 Agoura Road Westlake Village, CA 91361 United States
ACG 101 December 16th 2026 Holiday Celebration & Toy Drive
5:30 PM · The Vintage Room at The Westlake Village Inn - 31943 Agoura Rd Westlake Village, CA 91361 United States
ACG 101 Jan 12th 2027 New Years Breakfast Meeting
9:00 AM · Sunrose California Eatery - 5046 Cornell Road Agoura Hills, CA 91301 United States
ACG OC 24th Annual Private Equity Marketplace Deal Flow & Wine Tasting Event | 01.14.2027
5:30 PM · The Ritz-Carlton - Laguna Niguel - One Ritz Carlton Drive Dana Point, CA 92629 United States
ACG OC NextGen PE Night Pre-Event | 01.14.2027
4:00 PM · The Ritz-Carlton - Laguna Niguel - 1 Ritz Carlton Drive Dana Point, CA 92629 United States
ACG OC Women’s PE Night Pre-Event | 01.14.2027
4:00 PM · The Ritz-Carlton - Laguna Niguel - 1 Ritz Carlton Drive Dana Point, CA 92629 United States
Beyond the ESOP: Employee Ownership Options for Main Street America; Presented by Stacey Smith
2:30 PM – 4:30 PM
ACG Los Angeles | 2027 New Year Kickoff
5:00 PM · The Hideaway Beverly Hills - 421 North Rodeo Drive Beverly Hills, CA 90210 United States
Serial Entrepreneurs – The “Secret to Their Success” Building and Transitioning Companies
3:00 PM – 5:00 PM
ACG OC Academy: Crises Communications | 01.26.2027
4:30 PM · FBFK Law - 5 Park Plaza 1400 Irvine, CA 92614 United States
ACG Los Angeles | State of Investment Banking, 2027
5:00 PM · Regent Santa Monica - 1700 Ocean Avenue Santa Monica, CA 90401 United States
ACG Los Angeles | Mahjong Tea, 2027
2:00 PM · Luxe Sunset – Brentwood Room - 11461 Sunset Boulevard Los Angeles, CA 90049 United States
From Deed to Dollars Before You Sell: Four Tax-Smart Strategies for Appreciated Property
2:30 PM – 4:30 PM
ACG Los Angeles | Mahjong Experience, 2027
2:00 PM · Luxe Sunset – Brentwood Room - 11461 Sunset Boulevard Los Angeles, CA 90049 United States
ACG OC Members Only: OCVIBE Tour | 02.17.2027
4:30 PM · OCVIBE - 5271 California Avenue Irvine, CA 92617 United States
ACG Los Angeles | New & Prospective Member Breakfast, February 2027
8:00 AM · Beverly Hills Chamber of Commerce - 9400 South Santa Monica Boulevard Beverly Hills, CA 90210 United States
ACG Los Angeles | Donuts & Topgolf, February 2027
10:00 AM · Topgolf - 400 Pacific Coast Highway El Segundo, CA 90245 United States
M&A Tech Connect 2027
8:00 AM · Grand Bay Hotel - 223 Twin Dolphin Drive Redwood City, CA 94065 United States
M&A Tech Connect 2027
8:00 AM · Grand Bay Hotel - 223 Twin Dolphin Drive Redwood City, CA 94065 United States
ACG OC 12th Annual Mammoth Deals Ski Conference | 02.28.2027
Westin Monache Resort - 50 Hillside Dr Mammoth Lakes, CA 93546 United States
CapCon27
Gaylord Pacific Resort & Convention Center - 1000 H Street Chula Vista, CA 91910 United States
2027 SND ACG CapCon27
Gaylord Pacific Resort & Convention Center - 1000 H Street Chula Vista, CA 91910 United States
Combining Growth Strategies with Value Acceleration to Maximize Business Owner Outcomes
2:30 PM – 4:30 PM
ACG Los Angeles | NextGen Spring Social, March 2027
5:00 PM · Westfield Century City – Rumi’s Kitchen - 10250 Santa Monica Boulevard Los Angeles, CA 90067 United States
Charitable Giving as a Tax and Philanthropic Strategy for Business Exit Planning
3:00 PM – 5:00 PM
Behind the Deal: A CEO’s Perspective on Navigating a Private Equity Sale
11:30 AM – 1:30 PM
When Lack of Family Alignment Causes Business Succession Conflict: A Case Study
2:30 PM – 4:30 PM
When Lack of Family Alignment Causes Business Succession Conflict: A Case Study
2:30 PM – 4:30 PM
ACG OC Women’s Tea Party | 04.22.2027
3:00 PM · Sherman Library and Gardens - 2647 East Coast Highway Corona Del Mar, CA 92625 United States
Insurance in Business Transitions – Reps & Warranties & Transactional Risk (Tail, Tax & Litigation)
3:00 PM – 5:00 PM
When Planning Meets Reality: A Company Sale Through Governance, Succession, and Tragedy
11:30 AM – 1:30 PM
The Blind Spots of Business Ownership: Workforce Risks That Can Derail a Deal
2:30 PM – 4:30 PM
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.