Twelve points Webinars

In this session, Dave and Chris will break down key strategies that every business owner should consider to reduce their tax burden—not just for this year, but for years to come. From entity structure to succession planning, this practical conversation will help you think long-term, protect your wealth, and keep more of what you’ve worked hard to build. This webinar is perfect for owners looking to take a strategic, proactive approach to tax planning.

Threats to a business’s data security and privacy are ever-present and are increasing in magnitude. This webinar will provide insights into safeguarding sensitive information and ensuring compliance with evolving regulations. The discussion will cover the importance of developing a written data security policy, regulatory compliance strategies, risk management, and selecting the right cyber insurance policies. Attendees will learn how to improve their security frameworks, mitigate cyber risks, and respond effectively to potential breaches. Don’t miss this opportunity to learn about the quickly evolving state of cyber threats and tips for staying ahead of them.

Join us for an insightful webinar featuring Mark Richards, Founder of Cool Hollow Solutions, as we delve into the pivotal role of customer capital in driving business success. Drawing from his extensive experience in business consulting, strategic growth, and organizational development, Mark will provide actionable strategies to transform customer interactions into enduring partnerships. He will also discuss the importance of aligning with your customer’s strategy and investing in customer relationships to build long-term value.

Gain access to actionable strategies every business owner needs to succeed, on topics such as:

• Protecting what you have built
• Maximizing value for your shareholders
• Planning for your “third act” after exiting your business

In this webinar, learn how to develop value in your business, which should be a business owner’s #1 goal. The webinar will focus on areas that add value, and those that detract it.

80% of a company’s valuation is actually tied up in the qualitative aspects of your business. In this webinar, learn how to value and grow the FOUR intangible capitals that make up the 80% of your business through an informative and action based presentation from Dave Clayman and Jake Crowley.

In order to make sure that your business is valuable, transferrable, and attractive at any given moment, be sure to protect your business from the 5 D’s that could destroy your business.

The value of a business goes far beyond the P&L and balance sheets. In this 45-minute webinar, Dave Clayman explains the 5 stages of maximizing your company’s value. This process allows a business owner to do a deep dive into how their own values and goals align with those of their businesses in order to live a life of true legacy.

In this webinar, we discussed, among other topics, the following:

1. The advantages of hiring an investment bankers
2. A typical transaction timeline
3. How a strong management team influences the attractiveness of a business to potential buyers
4. The importance of detailed and accurate financial statements in the sales process
5. Financial metrics that potential buyers look for, and how do these metrics influence the valuation of a business
6. Working capital and the role it play in the sale of a business
7. Due diligence and what documents and information should be readily available
8. The differences between a stock sale and an asset sale transaction