If you missed any of our virtual events, you can view our recorded zoom webinars and download the presentations from our previous town halls.

Understanding Crypto as a Business Owner

For this Town Hall, we have our guest speakers from Crypto EQ, Sheldon Weisfeld- Partner, and Michael Thoma, Co-Founder and Lead Analyst. Our speakers will discuss a 30,000-foot view of the major developments in cryptocurrency and where it is going as well as how to understand Crypto as a business owner.

Fundamentals of Digital Marketing and How It Can Impact the Value of Your Business

Learn more about how the online presence of your business matters when you value your business. Jeff Montgomery and Sara Brown from Topspt Marketing Agency have a discussion about the importance of marketing in your business, how to improve your customer experience, and how to create value in your business by taking care of marketing.

Business Selling Process

Learn more about what you need to do to prepare your business for sale and what you can expect in the sales process. Our Town Hall will feature speakers with extensive experience in navigating the tricky process of selling a business

Deal Structures

During this panel, our panelists address several elements that need to be included in a deal such as an asset versus stock sale, allocation of consideration (cash, note, and earnout), strategic versus financial, indemnification of clauses, asset allocation, how the purchase price is built, LOI, and purchase agreement.

Achieving Higher Exit Values by Addressing Risk

During this panel, our speakers, Al Danto, managing Partner of Exit Advisors, and Anthony Cardiel, the principal for Valuation Consulting & Advisory, will speak about Pre-Due Diligence, Valuation, and how to achieve higher exit values by addressing risk.

Creating Solid Operations to Maximize Value in Your Business

In our small business Town Hall, our speakers discuss how to create solid operations for a business to help maximize value, stand out in the marketplace, and ease the administrative burdens of running a company.

Capital & Investment Tactics to Retire

How much do I need to retire? What can I do to get there, stay retired and enjoy it? Can the sale of my business be my retirement plan? Learn about the various considerations and investment tactics to help answer these questions so you can make the most out of your retirement.

Legal Due Diligence

Getting through Legal Due Diligence is a critical step in the process of selling a business or raising capital. Learn from experienced legal counsel and advisors who have experienced this process as they discuss the requirements and challenges of Legal Due Diligence.

The Anatomy of a Successful Transaction

Al Danto, along with David Linda, the founder of SpaceMan Home & Office, discussed the process of creating a successful business sale transaction. In this presentation, David talked about how he used plain old common sense to build a company that stood out in marketability and value when the time came to sell the business.

Why most businesses never sell

Al Danto, along with other guest panelists, discussed "Why Most Businesses Never Sell." They gave out examples of the challenges entrepreneurs have to encounter when they decide to start, grow, and sell a business. The guest speakers talked about failed business transactions and what business owners can do to prevent making the same mistakes.

Looking Ahead for Estate Tax Law Changes with the New Administration

Our guest speaker for this event is Heidi Weelborg an Attorney who specialized in estate planning for owners of privately held businesses and individuals. She discusses the proposed estate tax law changes from the current administration that we are most likely to see in October 2021. Learn more about how the new proposed estate tax laws could impact your small business.

Financial Strategies: Where we were, Where we are, And Where we are going

It’s been just over one year since the Covid market collapse. Trevor Shakiba, certified financial planner and President of Shakiba Capital, revisits the webinar he did a year ago during that historic and unprecedented time. He discusses what did he get right, wrong, and what might be next for the capital markets.

Practical Tools to Prepare Your Business for Sale

In this presentation, Karl Maier will share the five practical, easy-to-use tools that have been used to dramatically increase the exit value of companies. Learn how these tools impact your organization leading to huge increases in value when you sell.

What Different Buyers Look for When Acquiring a Business

Know what buyers are looking for in a business from this panel discussion: "What Different Buyers Look for When Acquiring a Business". Our guest speakers were: Jason Burinescu from Fletch Equity, Jason Mauricio from Endeavor Schools, and Vik Bakshi from Seneca Trails Capital.

Impact of Biden’s Executive Orders on Investment Strategies

For this discussion,David Galic from J.P. Morgan talks about the effect these orders will have on your investment strategies. Learn how to do better investment decisions this year with the advice of a financial planner.

Economic & Tax Effects of Biden’s Executive Orders Panel

Panel discussion on the Economic, and Tax Effects of Biden's Executive Orders. Our panel speakers : Gary Cooper, Al Danto, David Acosta and Aaron Ball go over the Tax implications for this new year. Stay up to date on how these executive orders might impact your business.

Featured Entrepreneur Spencer Randall

On this town hall, Spencer Randall Principal and Co-Founder of Crypto EQ explains smart investing and cryptocurrency. Learn more about how to simplify cryptocurrency.

Featured Entrepreneur George Joseph

Hear more about our Featured Entrepreneur George Joseph, who is the owner of Positive Recovery Centers, and Common Bond. He talks about his experiences and his entrepreneurial journey during the pandemic.

Smart Year-End Financial Moves

Hear more about in our panel where we will be discussing financial planning and smart year-end financial moves. Learn how to manage and invest your money appropriately before the end of the year 2020.

How to Raise Private Capital While Retaining Control of Your Company

Joe Ward and Zach Schultz, attorneys at the Baltimore-based Mid-Atlantic law firm of Miles & Stockbridge P.C. They will explore the ways that companies can take on private capital, particularly through minority private-equity investment, while maintaining management control over the company.

Seller Due Diligence

Our guest speaker Herb will discuss: “Seller Due Diligence”, he is a CPA and Certified Valuation Analyst with experience in M&A. Join us to learn more about going through the process of selling a business and the due diligence process.

Key Risks to Eliminate When Buying or Selling a Business

Al Danto, Managing Partner in Exit Advisors and Rice University Faculty discusses the most common risks to mitigate or eliminate when buying or selling a business.

Potential Tax Implications of the Elections

Gary Cooper, President and CEO of Cooper CPA Group PC will be discussing about what to expect from the Trump/Biden tax platforms. Gary will discuss the possible tax law changes and how that could affect the economy and selling your business.

Building a High Performance Culture

Learn more about how to build a high performance culture and getting the most out of your team. Jason Knight will discuss building and operationalizing your culture by defining the behaviors that drive success, creating and deploying the rituals necessary to teach and practice those behaviors with consistency.

Impact of COVID-19 on M&A

Learn more about what has changed in the world of selling your business, with a particular emphasis on the impact of COVID 19, and special attention on the added complexity to the process brought on by seller’s PPP loans with guest speaker Steve Kesten from Boyar Miller.

Ultimate Exit- Selling to a Strategic Buyer

Al Danto, EA Managing Partner will walk through the process of a Strategic Acquisition and why this is most often the best possible exit strategy. Learn more about what a strategic acquirer is, how a strategic acquirer values an acquisition target, why will a strategic acquirer most often pay over market price, and how to find and position your company for a strategic acquirer.

A Formula for Business Recovery

In this Town Hall we have Wesley Middleton and Roger Ledbetter from Baker Tilly, they give insights into how to navigate the various government assistance programs that have been introduced since the onset of the COVID-19 pandemic. As well, we will discuss proposed legislation and offer to the listener practical tips and ways to use these programs to fuel their recovery in the short-term and propel their success in the long-term.

Techniques Successful Leaders Use to Run Effective Meetings

Learn how to use annual, quarterly, and weekly meetings as moments of truth and accountability for your organization with Jason Knight, Professional EOS Implementer. We’ll identify the roles and rules for highly effective meetings helping you optimize the time with your leadership team and move the organization forward.

Featured Entrepreneur Alexandra Couvaras

Our featured entrepreneur, Alexandra Couvaras is the owner of one of Houston's prominent early childhood development schools - Esperanza School. Join us as Alexandra shares her entrepreneurial story of creating and running a complex yet hyper-successful business, establishing a diversified income stream, and how she hurdled the challenges of operating a childcare program during COVID-19.

Phoenix or Fire Trap? Acquiring Distressed Businesses

Learn more about acquiring distressed businesses with Aaron Ball, from Ball Weelborg Attorneys. Buying a distressed business at a bargain-basement price can produce huge financial gains for the acquiring company, and there are plenty of opportunities right now. 

Integrating Accountability Into Your Company’s Culture

Jason Knight will talk about Integrating Accountability Into Your Company's Culture. Accountability is critical to the success of your organization. Join us for a discussion on how you can clarify the roles and responsibilities of your leadership team and create a culture of accountability.

How to Build a Service Business Part III

In the third and final part of his series, How to Build a Service Business, Gary Cooper will give a list of vital industries to develop relationships with as well as how to go about making those connections. Gary will also be discussing what an EOS system is and how to implement it into your company.

Featured Entrepreneur Jay Steinfeld

"How to Go from Home Garage to Home Depot". Hear more about our featured entrepreneur Jay Steinfeld, founder and CEO of Blinds.com, the world’s largest online window coverings store. Learn more about the 4 ways they were able to get the attention of a $100 billion dollar company. 

What the Heck is a Business Operating System

If you are the owner, leader or manager of an entrepreneurial organization who wants to see your business consistently run better and grow faster, Jason Knight can help you and your team simplify, clarify and achieve your vision. Learn more about what a business operating system is.

How to Build a Service Business Part II: Human Capital, Accountability & Internal Reporting

In the continuation of his series, learn the key to preventing employee turnover, what kind of reports every business owner should be receiving, and the fundamentals of internal reporting.

The fundamentals of business valuation

Have you ever wondered how business valuation is calculated when there is no market for the shares? Al Danto teaches this subject at the Jones School of Business at Rice University and will walk through the process and fundamentals of business valuation.

four steps to a successful business at any age

Lemonade Day is a fun, experiential program that teaches youth how to start, own and operate their very own business - a lemonade stand. Learn from the Houston City Director, Gaye Jackson, on her experiences with the program.

The Unexpected Business Exit

What would happen to your family and business if you were hit by a bus tomorrow?  While we never like to think about it, we can plan for it!  Learn the keys to developing a succession plan in the event of an unexpected exit.  Al Danto will be joined by Craig Kaiser of the Phillips-Kaiser Law firm and Mike McGee from McGee Wealth Management to discuss this critical topic. 

cash flow: managing the lifeblood of your business

You work hard to grow your business and increase sales but how much time do you spend focusing on cashflow? In this session, we will discuss the art and science of cash flow management and help you discover areas of significant profit improvement.

how to build a service business part i: Networking and Marketing

Gary Cooper, CEO and President of Cooper CPA Group, PC and Partner in Exit Advisors, begins his three-part series by teaching the importance of networking, and his recommendations regarding digital marketing investment. 

free resources beyond PPP

Jason Knight, a Professional EOS Implementer, joined by an expert in grant writing from Williams Grant Writing talk about the current tax credits, funding, grants, and free resources that are currently out for small businesses other than the PPP loan.

the exit and beyond

John Maneri, Exit Advisors Partner andDeveloper/Founder of Lariat Springs will be discusses his experience with the process of exiting a business and life afterward. John shares his journey through entrepreneurship, culminating in the exit of his business in 2017.

entrepreneurs round table

Learn more about featuring entrepreneurs: George Joseph CEO and owner of Common Bond Bakery Bistro and Brassiere, Suzy Ginsburg CEO of Global Communication Works, and Robert White Co-owner of Japaneiros, Guru Burger & Crepe, Jupiter Pizza and Waffles, & Poketo. In this panel, they discuss about creative ideas and strategies they have executed during COVID-19.

financial strategies: switching from defense to offense

Guest speaker Trevor Shakiba, with Shakiba Capital, a Certified Financial Planner, Marketing Specialist, and Consultant, discusses Financial Strategies. Learn how to switch from defense to offense as well as how to take advantage of current opportunities in the market.

Ramifications of taking ppp funds

Jevaughn Sterling, Senior Vice President and Regional Commercial Banking Manager at Amegy Bank, and Gary Cooper give advice on how to correctly abide by the Paycheck Protection Program's grant requirements as well as the ramifications of not using the funds correctly.