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Webinar Videos & Podcasts

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Videos and Podcasts

When is the right time to sell?

"Wait and See" is Not a Strategy

In this webinar, we discuss why it's important to have a plan when it comes to selling your business, even if you are not ready to sell just yet. 

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Webinar Highlights:

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  • The pitfalls of a passive approach to selling your business 

  • Key elements of a strategic exit plan 

  • Using a valuation to inform your strategy 

  • The role of market conditions and business readiness in exit strategies ​

  • Q&A session with Rick and Andrew

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Choose to watch the video recording or listen as a podcast.

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Beyond the Number

The true value of a Business Valuation

Even if you're not ready to sell, it's important to understand what your business is worth and what the market is like. That way, you'll be able to act when the time is right.

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Webinar Highlights:

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  • What a business valuation should include - going way beyond the number

  • Strategies to achieve your desired valuation in a sale

  • Expert insights and actionable steps

  • Q&A session with Rick and Andrew

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Choose to watch the video recording or listen as a podcast.

FOR WEALTH ADVISORS

What is your client's business worth?

Unlocking the true value of a Business Valuation

In this webinar, we share valuable insights and practical tips that will help you guide your business owner clients take control of the future of their business.   

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Webinar Highlights:

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  • What a business valuation should encompass – going beyond the number  

  • Strategies to achieve a desired valuation in a sale  

  • Expert insights and actionable steps 

  • Q&A with Rick and Andrew 

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Choose to watch the video recording or listen as a podcast.

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