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 webinar series showcases 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
Topics Include:
January 31st, 2025
2:30pm CST
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 register!)
Featured Speaker
William Bissett
May 1st, 2025
2:30pm CST
How and Why You Should Maximize the Value of Your Business
Maximizing the value of your business is essential to attracting the right buyer and achieving a successful sale. In this first installment of our two-part webinar series, join us for an engaging conversation with a Wealth Planner from Morgan Stanley as we delve into the key factors that make a business more sellable and valuable. Learn how to address common pitfalls that can diminish value, identify the drivers that enhance it, and take steps to position your business for success in the market.
Featured Speaker-TBD
June 19th, 2025
2:30pm CST
You’ve Received an Offer on Your Business, Now What?
Receiving an offer to buy your business is a pivotal moment—but navigating the next steps is critical to securing your financial future and ensuring a smooth transition. Join us for an insightful webinar featuring a Wealth Planner from Morgan Stanley. Expect to gather insights on the financial, strategic, and emotional considerations of selling your business.
Featured Speaker – TBD
The Role of Corporate Valuation in Exit Strategies
We partner with a valuation expert to cover how to properly assess a company’s worth and the key factors that influence business valuation during an exit.
Legal Considerations in Business Valuation: CFO and Legal Expert Perspectives
We collaborate with a legal professional to discuss the critical legal aspects of business valuation during an exit, covering how to structure deals legally, compliance requirements, and ensuring that the valuation reflects the true worth of the business.
CFO and CPA Perspectives on Cash Flow Management Pre-Exit
Explore how effective cash flow management, led by both a Fractional CFO and a CPA, can significantly enhance the value of a business before the sale, covering topics like liquidity and working capital optimization.
RESERVE YOUR SEAT TODAY
Our next webinar-format roundtable event will begin in 2025.
Please indicate your interest by registering today.
After all, the path to your successful business exit is…StraightForward!
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