Insuring the Deal: What Every Entrepreneur Should Know Before Buying or Selling a Business
with WC Dillon & Tennessee Valley Group
August 15, 2025
9:00am - 10:00am
Virtual - Zoom
In high-stakes M&A, the wrong insurance move can quietly unravel millions in value—or derail a deal entirely. In this Exchange, we’ll uncover what every founder needs to know about commercial insurance when navigating a business transaction.
Chan Dillon of WC Dillon and Jim Cumbee with Tennessee Valley Group, will focus on strategy, not sales.... showing you how to uncover hidden liabilities and secure reps & warranties coverage to avoid costly gaps in post-close protection.
Join us to gain the practical insight and due diligence tools you need to protect your upside and close your deal with confidence.
OBBBA (aka “Big Beautiful Bill”) - What to Know
with CLA
August 19, 2025
9:00am - 10:00am
Virtual - Zoom
Join us for this informative session with CLA, as they simplify and demystify the OBBBA. They will provide practical, actionable items to consider at both the personal and business level.
Email mark.wyzgowski@claconnect.com with any particular questions you want to make sure they address!
REGISTER HERE
Building a Business That Runs Without You: How to Scale with a Culture That Performs
with Petra
October 24, 2025
9:00am - 10:00am
Virtual - Zoom
You didn’t start your business to be stuck in the weeds—but if everything stops when you step away, something’s broken.
In this session with Petra, we’ll explore the key shifts needed to build a company that thrives without constant founder oversight. From installing the right rhythms to driving true accountability and execution, we’ll show you how to create a culture where performance scales and leaders take ownership.
Key takeaways include:
*How to close the “capacity gap” between demand and your team’s ability to deliver
*The 3 cultural traps that stall growth—and how to avoid them
*Simple systems to shift from founder-led chaos to team-led execution
*How strong culture directly increases enterprise value
This session is built for growth-minded leaders that are ready to get unstuck and scale with intention!
