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.
Upcoming Events
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.
Previous Events
The Merger and Acquisition Process: Getting Stakeholders Ready for a Transaction
Virtual Event - 3:00 PM ET
June 2021M&A Process - Pre and Post-Sale Tax Strategies
Virtual Event - 3:00 PM ET
February 2021Unlocking Opportunity Series: Insights into Merger and Acquisition Valuation
Virtual Event
June 2021Unlocking Opportunity Series: Asset Protection Planning for Business Owners
Virtual Event
February 2021Unlocking Opportunity Series: Top 10 Questions Business Owners have Regarding Transitions
Virtual Event - 3:00 PM ET
February 2021Unlocking Opportunity Series: Dealing with Disruption: Managing Transition Options Amid Uncertainty
Virtual Event
February 2021Unlocking Opportunity Series: The Top Financial Moves to Stay Ahead of 2021 Tax Proposals
Virtual Event
February 2021Unlocking Opportunity Series: I Have an Unsolicited Offer for my Business – What Should I Do?
Virtual Event
February 2021