Navigating the Prepare Gate with Your Client: Leveraging Outsourced Solutions to Drive Value in Your Business Webinar

Are you looking to identify and execute meaningful business value improvements during the Prepare Gate stage?

Register

Event Details:

Date / Time:

August 13th - 1:00pm - 2:00pm

Venue:

Category:

Webinar

Are you looking to identify and execute meaningful business value improvements during the Prepare Gate stage?

Join Judy Brown, Wealth Advisor, and Pam Chelden, Director, for an educational webinar hosted by the Exit Planning Institute. This webinar will focus on how business owners can maximize value through the strategic use of fractional and outsourced financial and accounting resources. Our speakers will explore two real life case studies.

Learning Objectives:

  • When do you pull in outside resources?
  • What role can an outsourced/fractional partner play?
  • How do you vet potential partners and structure a productive relationship?
  • What defines success in an outsourced/fractional partnership?
Register Today!

Advisory Services offered through SC&H Wealth, the doing business as name (“DBA”) of SC&H Financial Advisors, Inc. SC&H also offers advisory services through the doing business as name of SC&H Core. SC&H Financial Advisors, Inc. is a wholly-owned subsidiary of SC&H Group, Inc.