Speakers:

Gretchen Roberts, CEO Red Bike Advisors
Richard Pasquantonio, CPA/CFF, CFE, CDFA, CTRS, Director of Forensic Accounting

Date: Thursday, 9/26/24 @ 1 PM EST

Location: Virtual

Join us as we highlight key financial and tax issues to explore before acquiring a business. 

Whether you’re already a business owner looking to add to your portfolio or a first-time acquirer, we will guide you through issues to spot and clarify during financial due diligence, so you can make an informed decision on whether and how to confidently move forward. 

We’ll discuss financial inaccuracies, financial risks, compliance risks, deal tax structuring, entity structuring, and post-close scenario planning and give real-world examples for each red flag issue.

By the end of the session, you will leave with the tools and actionable steps for performing financial due diligence on a business acquisition.

Speaker:

Annabel Pickens, Technical Sales Leader

Date: Tuesday, 10/1/24 @ 1 PM EST

Location: Virtual

In this Leadership Lab, we will explore social selling and the key ingredients of personal brand, content creation, and follower engagement. 

Whether you are a seasoned corporate account executive or a freelance solopreneur, we’ll discuss what social selling is and is not. We’ll address the common concerns people have when taking their first steps. This includes how to make social selling work for your personality and comfort level.

We’ll talk about what it means to have a personal brand, building trust & authority, engaging vs promoting, creating content, and engaging your audience. From there, we’ll discuss how to use social media tools effectively in building relationships over time. 

By the end of the session, you will leave with the confidence to find your social selling voice and take your first steps towards outreach and engagement with your prospects.