Deep Dive into Exit Planning Fundamentals – Group 1
Theme: Preparing Business Owners for Exit Agenda: Exit planning basics: Understanding value drivers Common challenges business owners face in exiting Collaborating with CPAs and attorneys in the exit planning process…
Deep Dive into Exit Planning Fundamentals – Group 2
Theme: Preparing Business Owners for Exit Agenda: Exit planning basics: Understanding value drivers Common challenges business owners face in exiting Collaborating with CPAs and attorneys in the exit planning process…
Deep Dive into Exit Planning Fundamentals – Group 3
Theme: Preparing Business Owners for Exit Agenda: Exit planning basics: Understanding value drivers Common challenges business owners face in exiting Collaborating with CPAs and attorneys in the exit planning process…
Enhancing Client Engagement with Educational Content – Group 1
Theme: Using Content Marketing to Educate and Attract Agenda: Creating effective video campaigns for drip marketing Tips for engaging newsletters and blog posts Building credibility with webinars and podcasts Demo…
Enhancing Client Engagement with Educational Content – Group 2
Theme: Using Content Marketing to Educate and Attract Agenda: Creating effective video campaigns for drip marketing Tips for engaging newsletters and blog posts Building credibility with webinars and podcasts Demo…
Enhancing Client Engagement with Educational Content – Group 3
Theme: Using Content Marketing to Educate and Attract Agenda: Creating effective video campaigns for drip marketing Tips for engaging newsletters and blog posts Building credibility with webinars and podcasts Demo…
Strategic Partnerships & Referrals – Group 1
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 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…