Seminar Series & Presentations
Educational Materials for Business Owners
Explore educational presentations, slide decks, and accompanying series documents developed by David and his partners. These materials cover critical legal and strategic topics designed to help business owners plan for long-term growth, continuity, and future transitions.
Business Growth & Exit Planning Seminar Series
A Year Long Learning Experience for Business Owners Ready to Build, Protect, and Realize the Value of Their Life’s Work
Upcoming Seminars
Every business has a lifecycle—startup, growth, maturity—and every owner eventually reaches a point where transitioning out becomes part of the journey. This seminar series empowers business owners to view their company as a transferable asset and to prepare for a successful, financially rewarding exit. Throughout the year, participants will explore the essential components of succession planning, business value enhancement, and transition readiness.
Join us live or register for upcoming scheduled presentations.
Seminar Series & Presentations
Browse our archive of previous presentations, complete with downloadable slide decks and series documents.
Introduction to the Series
Every business has a lifecycle—startup, growth, maturity—and every owner eventually reaches a point where transitioning out becomes part of the journey. This seminar series empowers business owners to view their company as a transferable asset and to prepare for a successful, financially rewarding exit. Throughout the year, participants will explore the essential components of succession planning, business value enhancement, and transition readiness.
Business Owner Readiness
Business Valuation
Download the presentation below:
Articles & Blog Posts:
Business Scorecards & Dashboards
Intangible Assets: The Hidden Drivers of Business Value
- Social Capital — The culture, reputation, and relationships that shape how your business is perceived internally and externally.
- Customer Capital — The strength, depth, and transferability of customer relationships that drive predictable revenue.
- Structural & Organizational Capital — The systems, processes, and operational consistency that allow the business to run efficiently without the owner.
- Human Capital — The collective skills, experience, and creativity of your workforce that fuel competitive advantage.
Understanding and strengthening these intangible assets is essential to building a business that is truly transferable.
Download the four forms of intangible capital presentations below:
Social Capital Customer Capital Structural Capital Human Capital
Download the four forms of intangible assets worksheets below:
Social Capital Customer Capital Structural Capital Human Capital
Articles & Blog Posts:
Social Capital Customer Capital Structural Capital Organizational Capital
Human Resources & Employee Benefits
Strong human capital requires thoughtful compensation and benefits strategies. This session explores how to design programs that employees value, how to align benefits with retention goals, and how to build goodwill that strengthens the workforce.
Session Presentations & Worksheets:
Download Session Presentation Download Key Person Worksheet
Articles & Blog Posts:
Protecting Your Key People Total Rewards Compensation & Benefits
Employment Law Update
Session Presentation:
Articles & Blog Posts:
Employment Law Changes Human Rights and Wage Payment Virginia Pay Transparency
Intangible Assets – The Value of Leadership
Leadership is the ability to influence, guide and empower others to achieve a common goal. Not all business owners are leaders, but the most successful organizations have strong leadership in place.
Employee Restrictions & Protections
Employee Retention & Deferred Compensation
Protecting Business Value
A comprehensive succession plan includes protecting the business from unexpected events and operational risks. This segment includes:
- Business Continuity & Contingency Planning — How to safeguard business value in the event of owner incapacity or death.
- Cybersecurity & Operational Safeguards — Strategies to protect the business from cyber threats and maintain operational resilience.
- Risk Management & Insurance Coverage — Understanding commercial insurance needs, coverage gaps, and how to ensure your business is properly protected.
- Tax Planning & Reporting — How year end tax planning and tax filings impact business value and transition readiness.
Exit Options
Every business owner’s goals are unique. This session explores the full spectrum of exit strategies—internal and external—and the considerations that shape the best path forward. Owners will learn how to evaluate options based on financial goals, legacy priorities, and long‑term vision.
- Internal Transfers: Explore strategies for transferring the business to family members or key employees, including gifting, selling, and hybrid approaches that balance legacy with financial outcomes.
- SBA Financing for Succession: Learn how SBA programs can support business transitions by providing funding options that reduce the need for owner financing.
- Preparing for a Sale: This session covers how to prepare your business for market, maintain confidentiality, attract qualified buyers, and navigate negotiations. Participants will also learn the role of brokers and advisors in the sale process.
- External Sales & Transfers: Understand how to position your business for strategic or financial buyers, what to expect during negotiations, and how to maximize value in an external sale.
Articles & Blog Posts:
