Wistia

San Antonio Summit 2021: “All in the Family” Bjorn Audio Video Home Theater

San Antonio Summit 2021: “Replacing Yourself” Baker Engineering & Risk Consultants

Multi-Advisor Value-Building in Motion

Unpacking the Economic Outlook

Evolution of a Successful Exit

Roadmap to Success: Roles of an Exit Planning Team

Case Study Continued: Early Personal Planning- Goal Settings & Valuations

How to XPX Case Study: “Big Reveal” and Wrap Up of Our Client Sam’s Journey to Exit

The Current Outlook and Environment for M&A

XPX Philadelphia: Introduction to 2021-2022 Case Study

June: Our Case Study Continues- What Should Sam do to Improve Sales?

April: Help! My Spouse Is Going To Kill Me!- Personal Financial & Estate Planning Prior to Selling

March: How to XPX- Help, my EBITDA Sucks!

February: Getting the Launch Codes

January: Case Introduction