Review the Agenda

Explore financial management beyond
revenue, profits, backlog, and staff size.

Examine various performance, liquidity,
and leverage ratios, and how to benchmark
these results for shareholder value and the
relationship of firm valuation to internal
ownership transition planning and M&A.

Learn about internal transition options and the process of M&A as it relates to growth and potential exit strategies.

Program Praise

"Excellent - enough, but not too much. Makes me want to educate myself on more financials.
M&A discussion provides a great tool for managing your firm - even if you don't want to sell or buy."

Planning for Tomorrow Starts with
Essential Financial Insight Today!



Gain a Deeper Understanding of Your Financial Picture
to Make Smart Decisions About Your Business Future

At the Crossroads

Navigating Your Firm’s Financial Management for a Well-Executed Transition will give you a fresh perspective on how to better understand your firm’s
financials and what the numbers mean as you
consider the next steps for your business.




Ready to Register? Start here!