Thank you for joining our virtual conference last week!

On this page, you’ll find videos and slide recordings from each of our partner sessions.

If you have questions, email

13 Elements of a Successful Business
(Our Proven Process)

Download Your Copy


View and Download Slides

Finance: How Well Do You Know Your Numbers?

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Free Tool: Cash Flow Tracker

Free Tool: Sample Forecast

Recruiting: Are You Building a Team of “A” Players?

View and Download Slides

Offer: A free recruiting consultation with Tom Pimm. Contact

M&A: Time to Buy, Sell, or Both?

View and Download Slides

Offer: A free M&A consultation with Matt Rudnick. Contact

(Content) Marketing: Effective Messaging for Your Audience

View and Download Slides

Offer: One free “reopening” communication for your customers or employees. Contact

Employee/Customer Engagement: How to Track & Leverage NPS

View and Download Slides

Offer: A free engagement consultation, including how to set up your own tracking in Google Forms, with Dave Will. Contact

Wealth Management: Integrate Your Business Goals & Personal Priorities

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Offer: A free session with Derek Mohamed to create your documented financial plan. Contact

For more help or additional resources, contact us at