Study Groups
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…
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…
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…
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…
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…
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…
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…