Next: Tuesday, December 1, 2026

An evening thatpays for itself.

Small, interactive evenings at the table with owners and advisors, never a lecture hall. Free, with seats limited to forty.

How the evening runs

  1. 4:00 PMDoors openArrive, check in and find a seat at the tables.
  2. 4:30 PMThe programAn interactive conversation at the tables, led by the advisors.
  3. 6:30 PMWe wrap upA hard stop, so the rest of the evening is yours.

Reserve your seatTuesday, December 1, 2026

Past meetups

Every evening so far

2026

  1. September 30De‑Risking Your Business: What Buyers Pay a Premium ForBusiness Operations · With Ramsay Brown, Karen Alary, Josh Sterling
  2. July 29Dimensions of Estate Planning for Business OwnersEstate & Trust Planning · Jimmy's Lakeside Grill · With Jeff Stephens, Carli Ortiz, Josh Sterling
  3. May 27Cashflow 2.0: From Playbook to PlaysCash Flow & Lending · Jimmy's Lakeside Grill
  4. March 25Recruit, Reward & Retain the Team That Drives Your BusinessHuman Capital · Jimmy's Lakeside Grill
  5. January 28Build the Team That Builds the BusinessHuman Capital · Jimmy's Lakeside Grill

2025

  1. November 6An evening on Human CapitalHuman Capital · Jimmy's Lakeside Grill · With Karen Alary, Kelly McGlinchy
  2. August 26Make Your Business More Valuable, More Transferable, and Ready for What's NextValuation & Exit Strategies · Charlie's
  3. June 24An evening on Cash Flow & LendingCash Flow & Lending · Charlie's
  4. April 29An evening at Charlie's
  5. February 25An evening at Charlie'sWith Philippe Bouissou, Ph.D.

2024

  1. December 3An evening at Hotel E, Santa Rosa

2023

October 26

Where it started: NBTBA’s first meetup

Guests arriving and checking in at NBTBA's first meetup
A full room of business owners and advisors mingling
A group of attendees together at the end of the evening