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

ESOPs

Banking

Taxation

Insurance

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.

RESERVE YOUR SEAT TODAY

Doors open for our next roundtable event at 3:30 pm, May 16th, 2024, in Waukesha, WI.
Future locations are determined based on your interest.  Please reserve today.

4 + 15 =

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

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