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
January 29, 2026
11:30am CST
Blending Wealth Strategy with Fractional CFO Discipline
Join Matthew Jack and StraightForward Financial Insights for a fast, practical session on preparing your business — and your personal wealth — for a successful exit.
You’ll learn how strategic wealth planning and fractional CFO discipline work together to:
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Strengthen financials
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Increase valuation
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Create a smoother, more controlled transition
Perfect for owners planning to exit in the next 1–10 years who want clarity, confidence, and a plan that protects both the business and the wealth it creates.
Register today and take your business to the next level!
Featured Speaker
TBD
Date TBD
Time TBD
Exciting New Topic Coming Soon!
Register your interest today and take your business to the next level!
Featured Speaker
TBD
After all, the path to your successful business exit is…StraightForward!
Copyright 2021 StraightForward Financial Insights LLC