Join Us for a Special Lunch and Learn Session:

Who Should Attend: Attorneys, Accountants, and Financial Professionals

Event Description:

Small business owners today experience a number of challenges that influence the valuation of their business. These challenges represent gaps between where a business is and where it needs to be. Join us for an engaging lunch and learn session where we delve into essential insights crucial for professionals helping owners navigate the complexities of business ownership.

Josh Blum, co-founder of IVOLVE + THRIVE, will guide you through the various stages of the owner’s journey, highlighting key challenges and opportunities along the way. Gain valuable knowledge on optimizing your client’s business operations, profitability, and how to ensure a smooth transition when the time comes to exit.

This continuing education promises to equip you with actionable strategies to enhance your client services and help cement you as a trusted advisor to your clients.

Don’t miss out on this invaluable opportunity to network with industry peers, exchange ideas, and elevate your expertise. Reserve your spot today, space is limited.