LEADERSHIP EVOLVED

Do you know what your end game is?  What will determine if or when you and your business are ready for what’s next?    

Join us for the first event in our Strategic Exit Planning Series, where we focus on the DISCOVER phase—assessing where your business stands today and what factors will impact a successful transition. Your roadmap will be unique – there is no one-size-fits-all playbook.   

We’re bringing together the expertise to help you move ahead smarter.  You’ll hear from 

• Pinnacle Trail Wealth Advisors
• Barton, Walter and Kier
• Madeira Partners

Why Attend?
Whether you plan to exit in one year or ten, this session will offer you actionable insights to get started or evolve your strategic exit plan. Don’t leave the future of your business to chance—be ready with clarity and confidence. 

• Identifying wealth, profit and value gaps to ensure personal and business goals alignment.
• Evaluating owner and business readiness.
• Understanding how your business and industry is valued and what unique characteristics can influence marketability and valuation