Mutual Benefits For Every Stage Of Business

From Startup to Exit: Strategies to Protect, Grow, and Maximize Business Value

Hosted By:
Ed Walter & Anthony Fiore

What You’ll Learn:

STARTUP
• Attract and retain talent on a budget
• Build foundational employee benefits
• Protect your family and business from unexpected risks

GROWTH
• Create competitive compensation and benefit strategies
• Improve employee retention and engagement
• Develop tax-efficient planning opportunities

MATURITY
• Reward and retain key employees
• Strengthen succession planning
• Enhance business value and profitability

EXIT & LEGACY
• Maximize business valuation
• Reduce tax exposure
• Prepare for ownership transition
• Protect family and legacy goals

DISCOVER STRATEGIES FOR:

STARTUP

Build a strong foundation for growth and employee retention.

GROWTH

Create competitive compensation and benefits that help attract and retain top talent.

MATURITY

Reward key employees, improve profitability, and strengthen succession planning.

EXIT

Prepare for transition, reduce tax exposure, and maximize business valuation.

WHO SHOULD ATTEND?

✓ Business Owners

✓ Entrepreneurs

✓ CEOs & Presidents

✓ CFOs & Finance Leaders

✓ HR Directors

✓ Family Business Leaders

✓ Future Successors