• 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 – 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.

  • 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.

  • Exit Ready: Preparing Your Business for a Lucrative Farewell

    Virtual Event

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    Join us in December for a masterclass all about "Exit Ready: Preparing Your Business for a Lucrative Farewell"
    • Exit Readiness: Assessing your business's readiness for an exit.
    • Buyer Magnetism: Attracting the perfect buyer for your business.
    • Legacy Beyond: Ensuring your business legacy endures, and you're ready for your third act.

  • The Entrepreneurial Exchange

    Virtual Event

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    Don't settle for mediocre results or incremental progress. During this power-packed roundtable, you'll gain the tools, insights, and motivation needed to unleash your full entrepreneurial potential, and create the thriving business you've always envisioned! Experience the transformative power of this mastermind and workshop as we empower you to achieve entrepreneurial success! This series combines a masterclass offering actionable insights that will propel your business forward with a hands-on workshop where we dive into your unique challenges and opportunities!

  • The Entrepreneurial Exchange

    Virtual Event

    Register for the event
    Don't settle for mediocre results or incremental progress. During this power-packed roundtable, you'll gain the tools, insights, and motivation needed to unleash your full entrepreneurial potential, and create the thriving business you've always envisioned! Experience the transformative power of this mastermind and workshop as we empower you to achieve entrepreneurial success! This series combines a masterclass offering actionable insights that will propel your business forward with a hands-on workshop where we dive into your unique challenges and opportunities!

  • The Entrepreneurial Exchange

    Virtual Event

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    In this session of The Entrepreneurial Exchange, we'll help you shift from chaos to order by understanding the 3 key layers to business governance, their roles, and how they work together! You'll be able to ensure each part is supports your vision and growth plans!  Don't settle for mediocre results or incremental progress. During this power-packed roundtable, you'll gain the tools, insights, and motivation needed to unleash your full entrepreneurial potential, and create the thriving business you've always envisioned!

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