Join Our Exclusive Legacy Path Roundtable

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 Roundtable.  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 roundtable brings together a panel of industry experts to answer your questions and share their knowledge in areas affecting the life and health of you and your business.  Topics Include:

Exit Planning

Corporate Psychology

Business Valuation

Risk Management





Financial Business Management

Legal Representation

Personal Wealth Management

Mergers & Acquisitions

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.  This event covers it all and is delivered in a comfortable environment and time-saving design.

Don’t miss out on this invaluable opportunity to gain insights, ask questions, and network with like-minded entrepreneurs. Sign up now to reserve your spot at our next Business Legacy Roundtable and take the next step toward securing your business legacy and financial future.

Feedback from recent attendees:

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


Our next roundtable event will be held October 2024, exact date TBD.
Please indicate your interest by registering today.

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

15 + 3 =

P.S.  Before I forget, this event is free for you and limited seats are available!

Thanks to previous roundtable participants and their companies:

Copyright 2021 StraightForward Financial Insights LLC