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Exit Planning Coaching Call

Come ready to learn, connect, and elevate your impact as an exit planning advisor!

In this interactive session, we’ll dive deep into the Exit Planning process with a step-by-step walkthrough of each key meeting. You’ll have the opportunity to get your questions answered, explore proven best practices, and gain practical insights you can immediately apply with your clients.

NTWC 101: 6 Ways to Transfer to Insiders: A Beginner’s Guide

Are you a business owner beginning to explore how to transfer your company to insiders—like family members, key employees, or co-owners? Join us for NTWC 101, a foundational webinar designed to demystify the process and outline six strategic options for internal transitions. Whether you're just starting to think about a transition or want to lay the groundwork for a future plan, this beginner-friendly session will equip you with the knowledge and confidence to take your first step.

NTWC 201: Navigating Insider Transfers: Techniques, Advisors, Financial and Income Tax Factors

Ready to take a deeper dive into transferring your business to insiders? NTWC 201 builds on the foundational concepts of NTWC 101 and equips you with advanced strategies to successfully plan and execute an insider transfer.

This session is ideal for business owners who are actively planning an insider transfer or advisors supporting such transitions. Gain actionable insights to help protect your legacy, preserve company value, and optimize the deal for all parties involved.