Upcoming Business Owner Webinars

Please join us for our next business owner webinar on Wednesday, May 9th at 12:00pm EST "Can Your Business Survive a Lawsuit? – Learn About Risk Management and Insurance: Critical Components for Maximizing Your Business Assets" with special guest Fannie Minot, Principal, Minot Reports

In this webinar, you will learn some of the basic concepts of risk management and insurance and how they play an important role in protecting your business assets and helping you meet your business goals and objectives. Some of the concepts we will cover are:

  • Risk: What is it?
  • What does it mean to manage risk, and who typically is in charge?
  • The different ways in which to manage risk, including purchasing insurance, and those outside your company available to assist.
  • The different types of insurance available to manage or mitigate risk.
  • Liability insurance and what it typically does NOT cover.

To register, please visit the webinar link above or click here


Bring Us Your Challenges 

As a business owner, have you ever stopped to consider:
  • What might happen to your business if you could not be there tomorrow? Or the day after?
  • How much your business might be worth today?
  • How much you need your business to be worth before you can afford to cash out?
  • How to maximize the value of your company?
  • How to sell or transfer your business to an insider and get what you deserve?
  • What transition or selling options are available to you, and what are their pros and cons?

* If you are an advisor, please contact us to receive a schedule of our advisor webinars. 


Contact BTA

"The real-life examples in
Cashing Out of Your Business
are eye-opening reminders that it’s
not too early to plan. The authors
clearly lay down the steps to have a successful outcome—and what may
happen if not properly done. They
have been a big help in my process
toward retirement."

– Dave Dalpe, Co-Founder,
Victory Mechanical Services, Inc.