Each Quarter Will Include:
-
Structured meeting preparation guides and suggested discussion language for each topic covered
-
Real-world case studies that demonstrate practical application of key concepts
-
A one-hour interview with an industry specialist, featuring insights and best practices
-
Three office-hour sessions dedicated to answering questions and providing additional clarity
August
Tuesday, the 4th at 11 PT
"Consultant in a Box" - A Schedule To Take & Own
Tuesday, the 18th at 11 PT
Prospecting and Onboarding
+ Monthly Office Hour Following Call
Tuesday, the 8th at 11 PT
What Will Business Financials Really Tell You?
Tuesday, the 22nd at 11 PT
Guest Speaker
+ Monthly Office Hour Following Call
September
Tuesday, the 6th at 11 PT
Entity Ownership Structure
Tuesday, the 20th at 11 PT
Case Study
+ Monthly Office Hour Following Call
October
Tuesday, the 3rd at 11 PT
Designing the Right Owner Compensation Strategy
Tuesday, the 17th at 11 PT
Operations: The Secret to Scalability
+ Monthly Office Hour Following Call
November
Tuesday, TBD
Helping Business Owners Benchmark Against Competitors
Tuesday, TBD
Guest Speaker
+ Monthly Office Hour Following Call
December
Tuesday, TBD
Revenue and Profit Target Planning
Tuesday, TBD
Case Study
+ Monthly Office Hour Following Call
January
Tuesday, TBD
Rent or Own?: Lease Agreements and Rate Reviews
Tuesday, TBD
What You Should and Shouldn't See in Operating Agreements
+ Monthly Office Hour Following Call
February
Tuesday, TBD
Assessing Threats To Their Business
Tuesday, TBD
Guest Speaker
+ Monthly Office Hour Following Call
March
Tuesday, TBD
Protecting Your Client in a Fraud-Saturated World
Tuesday, TBD
Case Study
+ Monthly Office Hour Following Call
April
Tuesday, TBD
Reviewing Cash Positions and Allocation of Cash on Balance Sheets
Tuesday, TBD
Marketing Matters
+ Monthly Office Hour Following Call
May
Tuesday, TBD
You Can't Ignore The Debt Schedules
Tuesday, TBD
Guest Speaker
+ Monthly Office Hour Following Call
June
Tuesday, TBD
Succession Planning - Exploring Options
Tuesday, TBD
Case Study
+ Monthly Office Hour Following Call
July
Fellowship Schedule