Wednesday, December 10th, at 6:00 pm
Lower Taxes, Better Books, Bigger Growth
Are you a small business owner planning for growth — or preparing for an eventual exit?
Join us for an educational workshop focused on practical tax planning, clean bookkeeping, and smarter financial decisions that support both short-term cash flow and long-term business value. Learn how the right tax strategy today can help position your business for stronger growth, smoother transitions, and fewer surprises down the road.
You'll Learn How To:
Build a smarter tax planning roadmap for your business
Create clean, compliant bookkeeping systems that support better decisions
Reduce cash flow stress with proactive quarterly planning
Understand which deductions and structures most business owners miss
Align your tax strategy with long-term growth and future exit goals
Hosted by Harborstone Point Advisors
A trusted partner providing tax, accounting, and business advisory solutions — where financial strategy meets vision.
Harborstone - Managing Member
Chris Chakford
Chris Chakford is a seasoned financial professional with over two decades of experience, specializing in business exit valuation, secondary markets, and strategic asset allocation. His deep expertise in private equity, real estate, and institutional-grade alternatives positions him as a trusted advisor to founders, venture capitalists, and business owners navigating complex exit scenarios. Chris provides strategic guidance on how businesses are valued—particularly in the context of secondary transactions—and works closely with clients to optimize both the timing and metrics of their exit.
Harborstone - Managing Member
Morgan Dzwonkowski
Morgan Dzwonkowski, ABV, CEPA, is a strategic advisor specializing in business valuation, financial analysis, and management consulting. He works with privately held companies to enhance financial performance, streamline operations, and optimize capital structures—positioning businesses for successful exits through sale, succession, or recapitalization. As an Accredited in Business Valuation (ABV) professional and Certified Exit Planning Advisor (CEPA), Morgan brings deep technical expertise in assessing enterprise value and identifying key value drivers.
Location and Event Details
Pompano Beach Library and Cultural Center – Multipurpose Room
Wednesday, December 10th, at 6:00 pm
50 W. Atlantic Blvd, Pompano Beach, FL 33060
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