Join Our Exclusive Legacy Path Webinar Series

Are you ready to take your business to the next level and secure your legacy for generations to come?  We invite you to our Legacy Path Webinar Series.  It’s an exclusive event designed specifically for the  visionary business owner with gross revenue in the $3,000,000 – $15,000,000 range.

Our 30-minute webinar series showcase a variety of industry experts to answer your questions and share their knowledge in areas affecting the life and health of you and your business.

Through interactive discussions and informative presentations, you’ll gain invaluable insights into strategies for business growth, succession planning, and preparing for a future exit and retirement.

Feedback from recent attendees:  “Every client I work with could benefit from this content” – Professional Services Provider

November 13, 2025
1:30pm CST

The Sales Growth Blueprint: Top 10 Drivers for Success

Want faster revenue growth?
Struggling to align your sales process, people, and incentives?

In this 30-minute session, sales expert Matthew Ziemke shares the Top 10 Drivers that make or break sales performance — and what you need to do now. Free to join, limited availability.

Register today and take your business to the next level!

Featured Speaker
Matthew Ziemke

December 4, 2025
8:30am CST

Retirement Planning Questions Every Business Owner Should Ask

Your business changes — your retirement plan should, too.  Join us for a focused discussion on the real-life “What Ifs” that impact business owners and their plans.

✅ How to adjust your plan when ownership or structure shifts
✅ Options for contribution flexibility in tough years
✅ Smart moves when transitioning from a SIMPLE to a 401(k)

Because the best retirement plan isn’t the one that looks good on paper — it’s the one that adapts when your business does.  Register today and take your business to the next level!

Featured Speaker
Sue Burnett

RESERVE YOUR SEAT TODAY
(simply click on the session that interests you above)

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After all, the path to your successful business exit is…StraightForward!

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