Study Groups
Strategic Partnerships & Referrals – Group 2
Theme: Expanding Networks through Strategic Alliances Agenda: Identifying complementary service providers Building collaborative partnerships with CPAs and attorneys Creating value for referral partners Roundtable discussion on successful referral strategies Suggested…
Strategic Partnerships & Referrals – Group 3
Theme: Expanding Networks through Strategic Alliances Agenda: Identifying complementary service providers Building collaborative partnerships with CPAs and attorneys Creating value for referral partners Roundtable discussion on successful referral strategies Suggested…
Evaluating Business Value for Owners- Group 1
Theme: Business Valuation Techniques Agenda: Overview of business valuation methods Educating business owners on how buyers assess value Using valuation as a tool to drive strategic improvements Introducing valuation tools…
Evaluating Business Value for Owners – Group 2
Theme: Business Valuation Techniques Agenda: Overview of business valuation methods Educating business owners on how buyers assess value Using valuation as a tool to drive strategic improvements Introducing valuation tools…
Evaluating Business Value for Owners – Group 3
Theme: Business Valuation Techniques Agenda: Overview of business valuation methods Educating business owners on how buyers assess value Using valuation as a tool to drive strategic improvements Introducing valuation tools…
Tools for Scaling and Growing Advisory Practices- Group 1
Theme: Scaling an Advisory Practice Agenda: Building a scalable advisory model Identifying high-margin services Leveraging technology to grow without adding overhead Roundtable on handling growing pains Suggested Tools: Scalable Business…
Tools for Scaling and Growing Advisory Practices – Group 2
Theme: Scaling an Advisory Practice Agenda: Building a scalable advisory model Identifying high-margin services Leveraging technology to grow without adding overhead Roundtable on handling growing pains Suggested Tools: Scalable Business…
Tools for Scaling and Growing Advisory Practices – Group 3
Theme: Scaling an Advisory Practice Agenda: Building a scalable advisory model Identifying high-margin services Leveraging technology to grow without adding overhead Roundtable on handling growing pains Suggested Tools: Scalable Business…
Recruiting and Retaining Talent- Group 1
Theme: Attracting and Keeping Key Talent Agenda: Recruiting strategies for growing practices and business owners Retention techniques that increase engagement Compensation strategies to align incentives with business goals Case study:…
Recruiting and Retaining Talent – Group 2
Theme: Attracting and Keeping Key Talent Agenda: Recruiting strategies for growing practices and business owners Retention techniques that increase engagement Compensation strategies to align incentives with business goals Case study:…
Recruiting and Retaining Talent – Group 3
Theme: Attracting and Keeping Key Talent Agenda: Recruiting strategies for growing practices and business owners Retention techniques that increase engagement Compensation strategies to align incentives with business goals Case study:…
Managing Risk for Business Growth and Sale- Group 1
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…