Managing Risk for Business Growth and Sale – Group 3
Theme: Mitigating Risk in Business Operations Agenda: Identifying and managing key risks in businesses How buyers assess risk when acquiring a business Risk management tools for business owners Q&A with risk management experts Suggested Tools: Business Risk Assessment Worksheet Business Insurance Checklist Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290 0205 Passcode: 1234
Optimizing Financial Performance- Group 1
Theme: Financial Tools for Profitability and Growth Agenda: Understanding key financial metrics for business success Financial planning tools for advisors and business owners Building forecasting models to plan for growth Roundtable: Financial red flags to address before a sale Suggested Tools: Profitability Analysis Tool Financial Dashboard Templates Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290 0205 Passcode: 1234
Optimizing Financial Performance – Group 2
Theme: Financial Tools for Profitability and Growth Agenda: Understanding key financial metrics for business success Financial planning tools for advisors and business owners Building forecasting models to plan for growth Roundtable: Financial red flags to address before a sale Suggested Tools: Profitability Analysis Tool Financial Dashboard Templates Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290 0205 Passcode: 1234
Optimizing Financial Performance – Group 3
Theme: Financial Tools for Profitability and Growth Agenda: Understanding key financial metrics for business success Financial planning tools for advisors and business owners Building forecasting models to plan for growth Roundtable: Financial red flags to address before a sale Suggested Tools: Profitability Analysis Tool Financial Dashboard Templates Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290 0205 Passcode: 1234
Year-End Review & Next Steps- Group 1
Theme: Wrapping up the Year and Planning Ahead Agenda: Review of 2025 successes and lessons learned Develop a 2026 action plan for advisors and business owners Recognize top performers and partners Celebrate achievements with a virtual or in-person event Suggested Tools: Year-End Review Worksheet Action Plan Template for 2026 Presenter: Ray Croff Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852…
Year-End Review & Next Steps – Group 2
Theme: Wrapping up the Year and Planning Ahead Agenda: Review of 2025 successes and lessons learned Develop a 2026 action plan for advisors and business owners Recognize top performers and partners Celebrate achievements with a virtual or in-person event Suggested Tools: Year-End Review Worksheet Action Plan Template for 2026 Presenter: Ray Croff Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852…
Year-End Review & Next Steps – Group 3
Theme: Wrapping up the Year and Planning Ahead Agenda: Review of 2025 successes and lessons learned Develop a 2026 action plan for advisors and business owners Recognize top performers and partners Celebrate achievements with a virtual or in-person event Suggested Tools: Year-End Review Worksheet Action Plan Template for 2026 Presenter: Ray Croff Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852…