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.

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.

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.

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