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Our Best Practices Webinar Series

​Upcoming Events

  • Best Practices Webinar: How to Make Your Plans Succeed
    Best Practices Webinar: How to Make Your Plans Succeed
    Best Practices Webinar: How to Make Your Plans Succeed
    Thu, Jan 23
    How to Make Your Plans Succeed
    Jan 23, 2025, 1:00 PM – 2:00 PM
    How to Make Your Plans Succeed
    Jan 23, 2025, 1:00 PM – 2:00 PM
    How to Make Your Plans Succeed
    Have you ever had a great plan that should have been a great success only to have it fall short? In this seminar we will cover the 12 key points that ensure success every time.
  • Best Practices Webinar: Planning Your Payday - Exit Strategies Done Right
    Best Practices Webinar: Planning Your Payday - Exit Strategies Done Right
    Best Practices Webinar: Planning Your Payday - Exit Strategies Done Right
    Thu, Feb 20
    Best Practices Webinar: Exit Strategies
    Feb 20, 2025, 1:00 PM – 2:10 PM
    Best Practices Webinar: Exit Strategies
    Feb 20, 2025, 1:00 PM – 2:10 PM
    Best Practices Webinar: Exit Strategies
    A happy and lucrative exit does not happen by chance. It is the result of good planning and proper execution of the plan. In this webinar we will look at just five key steps for achieving this sought after goal
  • Avoid the Partnership Trap: Get Your Buy-Sell Agreement Up to Date
    Avoid the Partnership Trap: Get Your Buy-Sell Agreement Up to Date
    Avoid the Partnership Trap: Get Your Buy-Sell Agreement Up to Date
    Thu, Mar 20
    Avoid the Partnership Trap: Update Buy-Sell
    Mar 20, 2025, 1:00 PM – 2:00 PM
    Avoid the Partnership Trap: Update Buy-Sell
    Mar 20, 2025, 1:00 PM – 2:00 PM
    Avoid the Partnership Trap: Update Buy-Sell
    Learn exactly what a buy-sell agreement is and what you need to know in order to make more educated decisions affecting your business value, your tax and estate planning, your exit strategies, and other financial and emotional aspects.
  • Mastering Financial Statements
    Mastering Financial Statements
    Mastering Financial Statements
    Thu, Apr 17
    Mastering Financial Statements
    Apr 17, 2025, 1:00 PM – 2:00 PM
    Mastering Financial Statements
    Apr 17, 2025, 1:00 PM – 2:00 PM
    Mastering Financial Statements
    One of the secrets to earning more money is understanding how to read the financial statement of your company and taking the appropriate steps to improve the financial performance.
  • Best Practices Webinar: The Business Sale Blueprint: Navigating All 4 Stages
    Best Practices Webinar: The Business Sale Blueprint: Navigating All 4 Stages
    Best Practices Webinar: The Business Sale Blueprint: Navigating All 4 Stages
    Thu, May 15
    The Four Stages of a Business Sale
    May 15, 2025, 1:00 PM – 2:00 PM
    The Four Stages of a Business Sale
    May 15, 2025, 1:00 PM – 2:00 PM
    The Four Stages of a Business Sale
    What does it take to have a successful business sale or purchase? If you’re thinking about a future sale of your business it is critical that you understand the entire process before you get to the table.
  • Best Practices Webinar: The Value Builder Blueprint
    Best Practices Webinar: The Value Builder Blueprint
    Best Practices Webinar: The Value Builder Blueprint
    Thu, Jun 19
    The Value Builder Blueprint
    Jun 19, 2025, 1:00 PM – 2:00 PM
    The Value Builder Blueprint
    Jun 19, 2025, 1:00 PM – 2:00 PM
    The Value Builder Blueprint
    The merger and acquisition market is hotter than ever in the industries we work with. This has raised a couple of questions with many business owners; How do I determine when it is time to sell? How can I maximize the value of my business?
  • Best Practices Webinar: Reward Right - Incentive Plans for Admin & Service Staff
    Best Practices Webinar: Reward Right - Incentive Plans for Admin & Service Staff
    Best Practices Webinar: Reward Right - Incentive Plans for Admin & Service Staff
    Thu, Jul 17
    Incentive Plans for Admin/Service
    Jul 17, 2025, 1:00 PM – 2:00 PM
    Incentive Plans for Admin/Service
    Jul 17, 2025, 1:00 PM – 2:00 PM
    Incentive Plans for Admin/Service
    Having strong incentive plans in place helps motivate and direct employees. However, many dealers struggle with creating incentive programs for people who are not in sales positions.
  • Best Practices Webinar: Reward Right - Incentive Plans for Admin & Service Staff (1)
    Best Practices Webinar: Reward Right - Incentive Plans for Admin & Service Staff (1)
    Best Practices Webinar: Reward Right - Incentive Plans for Admin & Service Staff (1)
    Thu, Aug 21
    Incentive Plans for Admin/Service
    Aug 21, 2025, 1:00 PM – 2:00 PM
    Incentive Plans for Admin/Service
    Aug 21, 2025, 1:00 PM – 2:00 PM
    Incentive Plans for Admin/Service
    Arriving at the destination one chooses typically starts with a roadmap and a plan. This not only requires having a plan, but often hinges on not making critical mistakes along the way
  • Leaving on Top: The Anatomy of a Successful Exit Strategy
    Leaving on Top: The Anatomy of a Successful Exit Strategy
    Leaving on Top: The Anatomy of a Successful Exit Strategy
    Thu, Sep 18
    The Anatomy of an Exit Strategy
    Sep 18, 2025, 1:00 PM – 2:00 PM
    The Anatomy of an Exit Strategy
    Sep 18, 2025, 1:00 PM – 2:00 PM
    The Anatomy of an Exit Strategy
    A viable exit strategy doesn't just materialize when you're ready to step away from the business. It takes thought, planning, and time to line things up so you can be positioned to exit your business and leave it its future in good hands.
  • Best Practices Webinar: The Tax Game - Strategies Every Business Owner Needs
    Best Practices Webinar: The Tax Game - Strategies Every Business Owner Needs
    Best Practices Webinar: The Tax Game - Strategies Every Business Owner Needs
    Thu, Oct 16
    Incentive Plans for Admin/Service
    Oct 16, 2025, 1:00 PM – 2:00 PM
    Incentive Plans for Admin/Service
    Oct 16, 2025, 1:00 PM – 2:00 PM
    Incentive Plans for Admin/Service
    As we enter the 4th quarter, it is a good time to step back and take a look at your plan. When done properly, you should know what your tax bill will be and you should have enough cash set aside to cover it.
  • Best Practices Webinar: Production Power - Strategies for Getting More From Your Team
    Best Practices Webinar: Production Power - Strategies for Getting More From Your Team
    Best Practices Webinar: Production Power - Strategies for Getting More From Your Team
    Thu, Nov 13
    Getting More Production From Your Team
    Nov 13, 2025, 1:00 PM – 2:00 PM
    Getting More Production From Your Team
    Nov 13, 2025, 1:00 PM – 2:00 PM
    Getting More Production From Your Team
    If you truly want to learn how to improve the efficiency and productivity within your organization, or department, this webinar is for you.
  • Best Practices Webinar: Money Matters - Successful Budgeting Strategies For Business Owners
    Best Practices Webinar: Money Matters - Successful Budgeting Strategies For Business Owners
    Best Practices Webinar: Money Matters - Successful Budgeting Strategies For Business Owners
    Thu, Dec 11
    Getting More Production From Your Team
    Dec 11, 2025, 1:00 PM – 2:00 PM
    Getting More Production From Your Team
    Dec 11, 2025, 1:00 PM – 2:00 PM
    Getting More Production From Your Team
    People don't plan to fail, some fail to plan. To raise your chances for success you need to know how to set realistic operating budgets based on objective data, good communication and firm discipline

Can't attend one live? Register anyway to ensure you get access to a recording.

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