Our partners are available to speak at conferences, events, and academic settings in the Denver area and across the country. Please contact us in the form below to inquire about a specific event.


All content we present is educational and directly relevant to business owners. In conference settings, our partners primarily speak on addressing specific challenges leading up to/ during a business transition. In smaller forums or single-day events, we are able to  cover a broad overview, and/or facilitate discussions.

Issue Content: 

  • Perserving Family Relational Harmony through Family Business Transitions
  • How does Business Valuation Drive Your Exit Options?
  • The Best and the Worst: Structural Tax Planning for Long-Term Success
  • Avoiding Equity Pitfalls
  • How am I Doing? Where Most Businesses Stand  in Planning for the Next Generation
  • Business Continuity Agreement Essentials

Overview Content:

  • Considering  a Transfer to Insiders? You’d be in the Majority.
  • When Should I start Thinking About Sale or Exit?
  • How Do I Replace Myself?  Training and Retaining Next-Generation Leaders.
  • What Business Owners  are Doing to  Protect and Steward a Legacy

2017-2018 Speaking Events

  • Prairie Family Business Association Family Business Forum
  • C12 Colorado – Exit Planning Lunch
  • Northwestern Mutual Advanced Planning Seminar
  • Denver Area Chambers of Commerce


  • National Business Planning Webcast on Buy/Sell Plans
  • Business Enterprise Institute Advisor Study Group
  • CE Credits for Colorado CPAs
  • National Practice Management Podcast
  • Regional cash balance presentations
Please contact us with the form below to inquire about speaking events. References available by request.

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