You’re no stranger to success. You’ve built a thriving business and have achieved many of your goals. But your journey doesn’t end here. Pause, reflect, and harness renewed inspiration as you continue on your path to prosperity.

The key to business growth in 2021 is to look ahead and map your pathway to success. Focus your energy strategically and efficiently to build strong business foundations that will help you achieve your goals for growth, value, and profitability.

Led by our industry-leading experts in M&A, business growth, and enterprise value, join us for this Pathfinder webinar series to discover uncharted byways and explore new avenues for success. Let us be your guides to elevating your business and securing your legacy.


February 2nd • 10am Pacific / 1pm Eastern
Create Profit with Compensation 
Eric Leeper, CFA, VP of Research & Analysis / Partner

Stuart Smith, JD, Senior Consultant

Understanding available compensation strategies and how they work together can help you can build and retain the right team for business longevity and growth. In this session, you'll discover:
  • Why it's important to balance wages, bonuses, and profit distributions for your team to encourage performance and create profit.
  • How centralized cashflow of revenue and expenses impacts the value of your business.
  • How to leverage business equity to simultaneously realize business value, reward top talent, and secure the future of the firm.

Register for this session.


February 16th • 10am Pacific / 1pm Eastern
Indicators of Success: Understanding KPIs
Marcus Hagood, EMS Director

Mike McKennon, EMS Consultant

Assessing where your business is now, creating specific goals for where you want to be, and implementing a strategic plan for getting there is the best recipe for enhancing your enterprise. In this session, we'll show you:
  • How to look at your business to identify its greatest strengths and room for improvement.
  • How to determine your priority areas of improvement.
  • What indicators you can monitor to gauge progress and success.
Register for this session.


March 2nd • 10am Pacific / 1pm Eastern
Revenue Drivers: The Foundation of Value
Ryan Grau, CVA, CBA, VP of Business Valuation Services / Partner

Craig Strauser, SVP Sales Strategy

The sources, predictability, and quality of your revenue are the largest factors of business value. In this session, we'll connect:

  • How revenue and cashflow affects your ability to strengthen your business foundations.
  • Which revenue sources have created most value and profit over the past few years.
  • Where to look to determine value and how to use what you discover.

Register for this session.



Aired January 19th
2020: A Year in Review
Brad Bueermann, CEO / Principal

James Fisher, JD, M&A Director

A look back at a unique year of volatility and resilience for the industry and how it affected practice values, deal terms, and buyer/seller matches. In this session, we highlighted:

  • What business and ownership traits made for the most successful buyers in 2020. 
  • How to identify and avoid the top "deal killers."
  • How you can elevate your enterprise level through strategic and deliberate focus.
  • Where to start in evaluating your business potential and determining Step #1.

Click to view session recording, slides, and additional resources.

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