Resources and Webinars

Interesting Items

Insights, webinars, and resources to help leaders grow their businesses and plan for the future.

Resources and Webinars

Recent insights and event topics

A selection of webinar and strategy topics focused on exit timing, buyers, valuations, taxes, and owner readiness.

September 9, 2021

Now or Later - How to Know When You Should Exit?

Many business owners struggle with the timing question of when they should exit. Getting the timing right affects the owner, the company, and everyone involved.

Contact Tim at 772-221-4499 to discuss exit planning strategies for your business.

June 3, 2021

Knock Knock! How to Know if the Potential Buyer at Your Door is a Waste of Time or the Opportunity of a Lifetime

In a hot market, many owners are approached by potential buyers. Learn how to assess whether a buyer is serious or whether the conversation is a distraction.

Contact Tim at 772-221-4499 to discuss buyer readiness and planning.

May 13, 2021

True Grit - A Complicated Exit During the Pandemic

A practical discussion with business owners who secured capital for future growth, partially cashed out, and reduced risks during the pandemic.

Contact Tim at 772-221-4499 to discuss resilient exit strategies.

April 8, 2021

The Biden Tax Plan - What to Know Before Selling Your Company

Taxes are often the largest cost in a company sale. Owners should understand tax implications and planning priorities before pursuing a transaction.

Contact Tim at 772-221-4499 to discuss planning before a sale.

March 17, 2021

Top 25 Tactics to Maximize Your Company's Value at Exit

A rapid overview of practical tactics owners can use to increase company value before selling or raising capital.

Contact Tim at 772-221-4499 to discuss value-building priorities.

January 14, 2021

2021 CEO Summit (Virtual)

Topics included economic outlook, strategy, tax reform, M and A market activity, valuation updates, and exit strategies for business owners.

Contact Tim at 772-221-4499 to discuss current planning priorities.

Want to discuss strategy?

Talk with Tim about your business, leadership team, or exit planning goals.

Call 772-221-4499 or send a message to start the conversation.