Owner Roundtable Teams

About Owner Roundtables

Educate business owner prospects and clients in a group setting to simplify the exit planning process. Our owner roundtables bring owners together to learn about their business value, how to increase it, and how to plan for life after exiting their business. Participating in a roundtable builds your credibility and expertise, attracting more clients ready to engage your services.

Learn more about the roundtable teams or complete the form to join. Your participation is free. You'll collaborate with a group of advisors who serve business owners in various ways, generating referrals and building valuable relationships to help your clients succeed.

Learn More About Our Get a Grip Roundtable Model


Join a Roundtable Team