Check out upcoming events we are hosting, attending, or presenting.
EVENTS
Several things factor into increasing your business value and developing a successful transition plan. There are the hard factors such as financials, EBITDA, and operational assets; and then there are the softer factors like people, succession timeline, and intellectual property. This workshop will provide a roadmap to identifying your unique gaps and the next steps to address them.
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Are you a lifelong learner? Then you will fit right in with our Business & Breakfast & Book Club. Join us in September as we discuss "Atomic Habits" by James Clear.
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Created and facilitated by experts, this virtual peer group is designed to address the unique challenges of your family business. Whether you are struggling with your overall business strategy, dealing with heirs who are unprepared to take on the business, or working on your succession plan, we are here to help.
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Created and facilitated by experts, this virtual peer group is designed to address the unique challenges of your family business. Whether you are struggling with your overall business strategy, dealing with heirs who are unprepared to take on the business, or working on your succession plan, we are here to help.
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Are you a lifelong learner? Then you will fit right in with our Business & Breakfast & Book Club. Join us as we discuss "The Gap and The Gain" by Dan Sullivan and Dr. Benjamin Hardy.
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Have global & economic uncertainties impacted your business? Join us on March 28 for an interactive workshop where your leadership team will be challenged to shift their thinking and actions as they learn how to implement 5 concepts for business sustainability.
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Intended for owners and leadership teams of family businesses and privately-held companies, this virtual event provides tools and insights to minimize the impact of current global and economical uncertainties on your business.
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Family business owners and their executive teams can access this free virtual interactive workshop and learn how to prepare for uncertainties.
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Are you a lifelong learner? Then you will fit right in with our Business & Breakfast & Book Club. Join us as we discuss "Aspire" by Ole Carlson
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Complimentary workshop for family business owners and their executive teams.
Hosted by St. Clair and Associates in Pottsville, PA View EventEVENTS
Complimentary workshop for family business owners and their executive teams.
Hosted by Legacy Planning & Murphy McCormack Capital Advisors in Reading, PA. View EventEVENTS
Meridith Elliott Powell will share her “9-Step Formula for Thriving in Uncertainty” and will give you the tools you need to navigate today’s rapidly changing marketplace
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Complimentary workshop for family business owners and their executive teams.
Hosted by Legacy Planning & Murphy McCormack Capital Advisors in Malvern, PA. View EventEVENTS
Are you a life long learner? Then you will fit right in with our Business & Breakfast & Book Club. Join us as we discuss "WIN" by Rabbi Baars.
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