Events

Please join us for an in-person Lunch & Learn Retirement Seminar on April 21, 2026, 12:00 pm – 1:30 pm (PDT). You will leave this event with the knowledge you...

Join us via Zoom for an insightful webinar designed to help business owners understand how synergy value drives higher deal pricing and stronger negotiation outcomes. This session will unpack how...

You’re invited to join us for an upcoming in-person lunch & learn seminar designed for business owners and leaders who want to better understand what drives business value. Date: April...

Employee ownership can be a powerful option for construction company owners who want a thoughtful transition plan, a fair market buyer, and a way to reward and retain the people...

Join us via Zoom for an insightful webinar that explains how valuation serves as the foundation of effective buy-sell agreements. This session will break down how the right valuation approach...

Join us for our 2nd Annual Haynie Spring Shoot Out.  Enjoy all-you-can-eat tacos and shooting. Date: May 15, 2026 Time: 10:00 AM – 12:00 PM Location: Lee Kay Shooting Center:...

Join us via Zoom for our 2026 Economic Overview: Practical Insights to Understand and Succeed in a Changing Environment. Robert will discuss the economic environment facing our nation in 2026....