Description
Have you thought about what could be lurking beneath the surface? Now more than ever, it’s imperative that you know the hidden dangers that your business is facing.
Like an iceberg, the most significant risks business owners face often aren’t the obvious ones — they’re the hidden issues below the surface that can impact valuation, succession, taxes, and long-term stability. Join experienced advisors, Tim Dunneback and TJ Gilboy, with over 35 years of combined experience, as they uncover 4 common but costly mistakes business owners make.
Areas we’ll cover:
- Buy-sell agreements and ownership structure
- Business valuation blind spots
- Employee retention and key person risk
- Tax strategy and mitigation opportunities
- Succession and exit planning gaps
- Retirement planning for business owners
By the end of this seminar, you’ll be able to assess your business's risk and better understand how to protect and position your company for long-term success. RSVP to receive the Zoom link.
TC8782224(0226)
Date and Time
Thu, Mar 26, 2026
6:00p - 7:00p CST