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Beyond the Mag 7
Where the Next Market Winners Are Being Built
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Exclusive Event:
Beyond the Mag 7
Where the Next Market Winners Are Being Built
Register Now
Register Now
We will get back to you as soon as possible.
Please try again later.
February 26 | 6:30-8:30 PM
At Il Mulino, 1042 Northern Blvd., Roslyn, NY 11576
A Private Founder Roundtable Dinner
An invitation-only discussion for founders navigating liquidity, exits, and post-exit decisions.
Getting It Right.
A Private Founder Roundtable Dinner
February 26 | 6:30-8:30 PM
At Il Mulino, 1042 Northern Blvd., Roslyn, NY 11576
An invitation-only discussion for founders navigating liquidity, exits, and post-exit decisions.
Why this
Dinner Is Different
This is not a presentation.
This is not a seminar.
This is a closed-door, peer-level discussion for founders who want to make smarter decisions before, during, and after a liquidity event — without pressure, selling, or surface-level conversation.
This dinner is designed for founders with
$10M+ in net worth.
Who This Is Designed For...
Founders preparing for a future exit or partial liquidity
Entrepreneurs who have recently exited and are reallocating capital
Business owners thinking intentionally about tax, legal, and investment alignment
Founders focused on long-term control and optionality
What We'll Discuss
Exit planning
Aligning legal, tax, and investment decisions across life stages
Lessons learned from founders who have already exited
Capital allocation and investment strategy post-exit
Reducing tax exposure before and after liquidity events
Real-world scenarios founders rarely discuss publicly
The Format
- Roundtable, open discussion
- No slides, no selling — just thoughtful conversation over dinner
The Format
- Roundtable, open discussion
- No slides, no selling — just thoughtful conversation over dinner
Hosts
Philip Palumbo
Founder & CEO, Palumbo Wealth Management
Dennis O'ROURKE
M&A Attorney
Event Details
Wednesday, February 26
6:30-8:30PM
At Il Mulino, 1042 Northern Blvd., Roslyn, NY 11576
Attendance is intentionally limited to maintain a peer-level discussion
Request a Seat
Submitting a request does not guarantee attendance.
All requests are reviewed to ensure a high-quality discussion.
Register a Seat
Thank you for registering for
Beyond the Mag 7
January 21
6:30 pm-8:30 pm
At The North Hills Country Club
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DISCLOSURE: Palumbo Wealth Management (PWM) is a registered investment advisor.
Advisory services are only offered to clients or prospective clients where PWM and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at www.palumbowm.com.
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.
Palumbo Wealth Management (PWM) is not affiliated with Dennis O’Rourke.