Caplo Advisory Presents
Meeting Like-Minded People
MEETING OF THE MINDS
The Heights Social
Meeting of the Minds is a captivating experience for small business owners and entrepreneurs to learn how to elevate themselves while acquiring knowledge from like-minded individuals.
NOT YOUR TYPICAL BUSINESS SEMINAR
We are giving the game on success while bringing financial literacy to the community.
We pride ourselves in being a resource for business owners and entrepreneurs to elevate their business practices and increase their bottom line. With a team of experts, we will be uncovering the secret to financial freedom, providing guidance on effective business planning, and improving your money management skills.
Caplo Advisory is excited to host a brilliant panel of entrepreneurs and small business owners who will leave you motivated to seize tomorrow. Secure your seat, as spots are limited and filling up quickly!
Get powerful advice from industry leaders in Houston
Yvonne Canto | Canto Home Investors
John Paul Capistran | Caplo Advisory
Sergio Selvera | RodgersSelvera PLLC
Jessenia Velazquez | SAS Tax & Multi Services
Giving You Key Knowledge on:
Creative financial planning for your business
How to overcome challenges and issues
Get Your Money Right with taxes and bookkeeping
Structuring and protecting your business
What You Will Gain?
Financial freedom is all about committing to a financial plan. You'll learn how to prepare for tomorrow with real-world advice and answers to challenges that even the best in their industry have encountered.
Meeting of The Minds will provide creative strategies and services to help achieve success, leaving you inspired to do more for both yourself and your business.
Being surrounded by other successful entrepreneurs makes it easier to expand your business network while learning. This event will connect you with like-minded individuals and allow you to market your business.
PLAN. GROW. LIVE WITH US!
A Message From Our CEO/Senior Advisor
When creating and building your business plan, we are a company that focus on building your structure brick by brick.
At Caplo, we firmly believe in developing a solid foundation for your business architecture. Like constructing a home, a blueprint is necessary to provide guidance and keep you on the right track. Our approach to creative business planning involves identifying your purpose and providing strategy and accurate recommendations to further that purpose. With our collaborative background, we are equipped to develop comprehensive business plans that encompass and promote the highest standards for company culture, values, and success.
- John Paul Capistran
How Can Caplo Serve You?
Getting to Know You
We initiate our process by attentively listening to your concerns and goals, aiming to comprehensively understand your priorities and expectations. Our introductory process includes conducting a business interview and evaluation to assess your market position.
Building Your Plan
During our interviewing process, we will review your current business strategy, dive into your company's vision, and thoroughly evaluate your company's structure to identify areas that can be improved.
Strategy and Implementation
The CAPLO method has been utilized to assist numerous businesses in enhancing their bottom line. We assist our clients in crafting the essential business plan and equally provide guidance on its implementation. We also aid in strategizing the optimal timing and execution of the plan.