CPA asks "How will my accredited investor clients benefit from this event?"


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“I am a CPA with several clients that are accredited investors and always looking for good ways to grow their net worth, often including new investment opportunities. But I choose to exercise professional caution when it comes to telling them about new opportunities I may know of. How will the Angel Capital Summit event benefit my clients? And me?"

Rick CPA, Denver

This is a great question Rick and I understand your “Catch 22” dilemma. I think The Angel Capital Summit is a great way to assist your clients in their pursuit of new investment opportunities and still provide the professional advice they expect from you without risking your creditability as a Trusted Advisor. So first, tell them about this event and suggest that they visit our website for more details about the Summit.

Lastly, when you attend, you will have the opportunity to network with a large number of Angel investors and observe a unique and innovative way in which new business ideas are being prequalified and presented to investors and Trusted Advisors.

Kirk Sanders
ACS Executive Committee

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