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WORKSHOPS

See below for details regarding our workshops and symposiums.

MASTERING THE TRIGGERING EVENT WORKSHOP

Learn How to Sell, Conduct, and Deliver the Triggering Event. During this interactive workshop with the creator of the Value Acceleration Methodology, Author and CEO Chris Snider, will provide insights and share his tips to sell, conduct, and deliver a Triggering Event.

ADVANCED TAX PLANNING WORKSHOP

Most businesses don’t sell at the last minute because of The Math.  Done in advance, tax mitigation strategies can have a huge impact on the net number that hits the owners bank account once it’s all said and done.  

WOMEN IN EXIT PLANNING SYMPOSIUM

Attend this Symposium and experience panel sessions, keynote speakers, collaborative case study group work, and networking opportunities with top women in the exit planning community.