Legacy Wealth Holdings

White Collar Wealth Building through Business Automations, Mergers & Acquisitions

February 23, 2024
10 AM – 12 PM
In this Masterclass we cover:
  • Strategies for purchasing your practice’s premises
  • Passive real estate investment methods for tax benefits and wealth growth
  • Systematization and automation tactics to increase business efficiency and value
  • Steps to shape your practice into a sellable, lucrative asset

About the Speakers

Tim Bratz
CEO of Legacy Wealth Holdings and serial entrepreneur

Tim Bratz is the CEO and founder of Legacy Wealth Holdings, a real estate investment company that has transacted over 6,000 doors and his current portfolio’s valuation is more than $400 million. But for Tim, it’s about more than the money, it’s about making a positive impact through education and empowerment. He has since expanded to own a mastermind, digital marketing company, smart management software company, and online wealth building platform, along with author a series of children’s achievement books, Little Legacy Library.

Steven Enriquez
Chiropractor

Dr. Steven Enriquez is  the CEO and founder of Global Chiropractic, a holistic chiropractic office based in Tempe, AZ that has helped over 250k patient visits. 

 

Dr. Tyson Cobb
Orthopaedic Surgeon & Commercial Real Estate Investor

Dr. Tyson Cobb is a shoulder, hand, and elbow specialist of 20 years who has his own practice and owns two locations in Iowa. In addition to helping patients, he is passionate about sharing his journey from surgery to real estate investing, which has allowed him to work less, earn more, and pay less in taxes. 

 

Justin Cook
Insurance Broker

Justin Cook is a State Farm Agent that is ranked in the top 1 percent in the USA.  Connect with him on Facebook.

Paul Vincent
Real Estate Attorney

Paul Vincent is a partner with his brother, Adam Vincent, at Vincent Esquire Attorneys, a practice which focuses on business startups, raising capital & SEC compliance, real estate law, and estate planning.

 

Ted Motheral
Mergers & Acquisitions Attorney

Ted leads Walter Haverfield’s Business Services Group, focusing on mergers, acquisitions, and finance, with a rich background in law and finance. planning.

 

Patrick Burand
Engineer and Real Estate Investor

Patrick owns over a hundred doors and is actively expanding his business. Despite the common trend of fully committing to entrepreneurship, he uniquely balances growing his portfolio with his primary job. He renegotiated his employment terms to suit his needs, successfully maintaining his income and business growth simultaneously.