Unlocking Opportunity Workshop Series


About $10 trillion in closely-held business assets are estimated to transition by 2030, but the majority of owners lack proactive transition strategies. This series helps close the gap with innovative approaches for preparing to transition, maximizing value, evaluating strategies for tax planning and much more. Join our experts in virtual events now through December.


We're working on scheduling more events, and we'll post them here when they're ready. In the meantime, check out our videos from previous events.


October 21, 2021

The Merger and Acquisition Process: Getting Stakeholders Ready for a Transaction

Virtual Event - 3:00 PM ET

September 16, 2021

M&A Process - Pre and Post-Sale Tax Strategies

Virtual Event - 3:00 PM ET

August 19, 2021

Unlocking Opportunity Series: Insights into Merger and Acquisition Valuation

Virtual Event

July 15, 2021

Unlocking Opportunity Series: Asset Protection Planning for Business Owners

Virtual Event

June 24, 2021

Unlocking Opportunity Series: Top 10 Questions Business Owners have Regarding Transitions

Virtual Event - 3:00 PM ET

May 27, 2021

Unlocking Opportunity Series: Dealing with Disruption: Managing Transition Options Amid Uncertainty

Virtual Event

May 13, 2021

Unlocking Opportunity Series: The Top Financial Moves to Stay Ahead of 2021 Tax Proposals

Virtual Event