Business Owners’ Roundtable

Virtual Event

Register for the event CO-CREATIVE LEADERSHIP: Who You Are In Your Human Form Is Limited Versus Who You Are In Your Co-Creative Form Is Limitless! Learn how to become unconsciously competent in your ability to access the co-creative realm. We will deep dive into your relationship with your faith, whatever that is for you. How to leverage it, how to walk it versus talk it and how to have it be a leading strategy in your life and business in 2024!

Business Owners’ Roundtable – Fortify Your Fortress: Risk-Proof Your Business

Virtual Event

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Join us in February for “Fortify Your Fortress: Risk-Proof Your Business” with Advanced Tax, Exit, and Value-Growth Strategist - Amanda Bar, EA, CEPA and learn: Spotting trouble before it starts: Proactive risk management. Shields Up: Safeguarding your business against threats. Transferring Risk: Turning policies into powerful risk management tools.

Business Owners’ Roundtable: Profit Harvest – Strategies for Maximizing Your Business Exit

Virtual Event

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Join us in April for “Profit Harvest: Strategies for Maximizing Your Business Exit” with Advanced Tax, Exit, and Value-Growth Strategist - Amanda Bar, EA, CEPA and learn:
Smooth Operator: How to make your business turn-key for your next generation. Learn: Maximize Returns: Set your business up for a successful exit when you choose. Learn: Beyond Market Timing: How to know when is best to exit your business.

Business Owners’ Roundtable – Value Maximized: Pricing, Retaining, and Engaging for Success

Virtual Event

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Join us in June for “Value Maximized: Pricing, Retaining, and Engaging for Success” with Advanced Tax, Exit, and Value-Growth Strategist - Amanda Bar, EA, CEPA and learn: Pricing Power: Strategies for pricing that enhance value and profit; Customer Liftoff: Maximizing customer lifetime value with stickiness; and Employee Enchantment: Boosting business value through engaged teams.

Strategic Tax Mastery: Crafting Plans for Navigating the Jungle of Financial Success”

Virtual Event

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Join us for this FREE Mastermind and hands-on Workshop designed to help you grow and scale your business! You can ask questions about YOUR business and get trusted guidance that saves valuable time and resources and serves as a safeguard for your business, fostering sustainable growth both now and into the future. This month, join us for an eye-opening discussion about "Strategic Tax Mastery: Crafting Plans for Navigating the Jungle of Financial Success" - don't miss it!

Money Matters: Mastering Cash Flow for Business Zen

Virtual Event

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Join us in September for "Money Matters:  Mastering Cash Flow for Business Zen” with Advanced Tax, Exit, and Value-Growth Strategist - Amanda Bar, EA, CEPA and learn all about: Budgeting: Crafting budgets that propel business growth; Cash Flow Mastery: Strategies for proactive and accurate cash flow management; and Financial Fitness: Key indicators for a healthy and thriving business.

Legal Armor – Defending Your Business Empire

Virtual Event

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In October, join us to learn about Contract Mastery: Mitigating risks through powerful contract management, IP Protection: Safeguarding your business's intellectual treasures, Regulatory Navigation: Steering clear of legal pitfalls in complex landscapes. Delve into actionable insights with tangible tools and step-by-step guidance to raise the bar for your business to new heights. This is a hands-on workshop to help you protect and defend your business!

Business Owners’ Roundtable – Innovation: Charting Paths for Value Growth

Virtual Event

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Join us in November for "Legacy Builders:  Succession and Transition Mastery" with Advanced Tax, Exit, and Value-Growth Strategist - Amanda Bar, EA, CEPA and learn all about:
- Successor Superstars: Strategies for identifying and grooming successors.
- Transition Triumph: Executing seamless leadership handovers.
- Family Dynasty: Overcoming unique challenges in family-owned businesses.

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