Businesses exist in one of three stages: an Emerging Business, a Successful Business, or Mature Business; owners and their businesses will navigate these stages over their lifetime. This 2-part series will provide detailed information regarding eleven (11) key areas critical to businesses growth and progress. Utilizing real life examples, we’ll demonstrate how these concepts and strategies complement the multi-disciplined advice businesses already use (tax advisor, attorney, etc…). The goal is to enable business owners to build up their “toolbox” of strategies to overcome common issues that appear throughout the business lifecycle, develop a healthy working environment, and systematically remove risks that threaten the business and those who depend on it.
Presenters: Robbie White, CEPA®, Dave Whiteside, CFP®, Zach Campbell, Financial Advisor – with Virginia Asset Management