Watch presentations and discussions on the topics that matter most to business owners.
Our video library features presentations, interviews, and educational content covering succession planning, mergers and acquisitions, estate planning, and strategic business consulting. Each video is designed to give business owners practical, actionable insights.
Stuart Sorkin discusses the most common — and most costly — mistakes business owners make when planning their exit. Learn how to avoid these pitfalls and build a plan that actually works.
What is your business really worth? This presentation breaks down the key valuation methods, common misconceptions, and the factors that drive — or diminish — the value of your company.
An overview of asset protection strategies for business owners — including entity structuring, trust planning, and insurance considerations that shield your personal and business wealth.
A step-by-step walkthrough of the mergers and acquisitions process — from initial strategy and due diligence to negotiation, closing, and post-merger integration.
Why standard estate plans fail business owners, and what you need to include to protect both your business and your family. Covers trusts, buy-sell agreements, and tax-efficient strategies.
How to reduce owner dependency, develop leadership within your team, and build systems that allow your business to thrive — whether you're there or not.
Schedule a consultation to explore how these strategies apply to your business.