Experience Our Legacy Path Webinar Series—Now On-Demand!
Missed our exclusive event, or simply want to revisit the expert insights shared? You’re in the right place. Designed for the forward-thinking business owner with annual gross revenue between $3 million and $15 million, our 30-minute on-demand webinars connect you with industry leaders ready to guide you through strategies for growth, succession planning, and a successful business exit.
Dive into these interactive sessions at your own pace and uncover practical knowledge to strengthen both your company’s financial goals and your personal wealth-building objectives. Hear real success stories, gather actionable tips, and position your business for lasting prosperity.
Ready to begin? Watch the recordings below and take the next step on your Legacy Path—your future success starts now!
Feedback from recent attendees: “Every client I work with could benefit from this content” – Professional Services Provider
January 31st, 2025 (Recorded)
Balancing Business Goals and Personal Wealth: CFO and Wealth Planner Perspectives
Explore how business owners can align their company’s financial goals with personal wealth-building objectives, creating a balanced approach to growing both business and personal wealth. (Click now to view on YouTube!)
Featured Speaker
William Bissett
May 15th, 2025 (Recorded)
Exit Stronger, Wealthier, and Smarter: Business Asset Maximization Done Right!
Business owners typically have 70-90% of their net worth tied up in their business, making it their largest financial asset. Is your business working for you, or are you leaving money on the table? Join us for a conversation with a Financial Strategist where we discuss Business Asset Maximization strategies. Learn how to uncover your roadmap to unlocking hidden wealth, aligning your business with personal financial goals, and optimizing wealth accumulation, distribution, and transfer. Gain clarity, control, and financial security with expert insights and actionable strategies. Join us for this game-changing webinar and take the first step toward maximizing your financial future. (Click now to view on YouTube!)
Featured Speaker
Daniel Brindle
View Current Webinars
After all, the path to your successful business exit is…StraightForward!
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