Business Owners' Roundtable

Register for the event
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.

Register for the event
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.