Haynie & Company

Haynie Wealth Retirement Seminar
2025-09-23 06:00 - 19:30 UTC | Haynie & Company, 603 N Beaver St, Flagstaff, AZ, 86001, United States
Please join us for an in-person Dine & Learn Retirement Seminar on September 23 from 6:00 pm – 7:30 pm (MDT). You will leave this event with the knowledge you need to make informed decisions, minimize taxes, and maximize retirement savings. Our goal is to empower you to navigate difficult financial decisions so that you can enjoy your golden years with peace of mind.

When
Sep 23rd, 2025, 6:00 pm – 7:30 pm (MDT)

Where
Haynie & Company 603 N Beaver St Flagstaff, AZ 86001

Register Today!

Haynie Fall Executive Shoot Out
2025-10-03 10:00 - 12:00 UTC | Lee Kays Shooting Range, 6000 W 2100 S, Salt Lake City, Utah, 84128, United States
Join us on October 3, at 10:00 am – 12:00 pm (MST) for networking, all-you-can-eat tacos, and shooting at Lee Kay Shooting Center, 6000 W 2100 S, Salt Lake City, UT 84128.
Haynie & Company and Sunwest Bank are proud to host and sponsor the Haynie Fall Executive Shoot Out! This event will include a live clay shooting contest, prizes, and networking. We look forward to seeing you there!

Register today!

How To Increase The Value Of Your Business
2025-10-08 13:00 - 14:00 UTC
Join us via Zoom on October 8 from 1:00 pm – 2:00 pm (MST) for an insightful webinar series designed to help business leaders unlock their company’s full potential. This session will provide actionable strategies to maximize business value, improve tax efficiency, and ensure transaction success. Our expert speakers will guide you through practical approaches to enhance your organization’s long-term success. Don’t miss this opportunity to strengthen your leadership and position your business for growth.

Register Today!

Haynie Wealth Retirement Seminar
2025-10-21 06:00 - 19:30 UTC | Haynie & Company, 1230 West Washington Street, Suite 401, Tempe, AZ, 85288, United States
Please join us for an in-person Dine & Learn Retirement Seminar on October 21, 6:00 pm – 7:30 pm (MDT). You will leave this event with the knowledge you need to make informed decisions, minimize taxes, and maximize retirement savings. Our goal is to empower you with the knowledge to navigate difficult financial decisions so that you can enjoy your golden years with peace of mind.
When
Oct 21st, 2025, 6:00 pm – 7:30 pm (MDT)
Where
Haynie & Company 1230 West Washington Street, Suite 401, Tempe, AZ 85288
Register Today!

Haynie Wealth Retirement Seminar
2025-10-22 06:00 - 19:30 UTC | Haynie & Company San Antonio, 2702 N Loop 1604 E #202, San Antonio, TX, 78232, United States
Please join us for an in-person Dine & Learn Retirement Seminar on October 22, 6:00 pm – 7:30 pm (CDT). You will leave this event with the knowledge you need to make informed decisions, minimize taxes, and maximize retirement savings. Our goal is to empower you with the knowledge to navigate difficult financial decisions so that you can enjoy your golden years with peace of mind.
When
Oct 22nd, 2025, 6:00 pm – 7:30 pm (MDT)
Where
Haynie & Company 2702 N Loop 1604 E #202 San Antonio, TX 78232
Register Today!

Captive Insurance Lunch & Learn
2025-10-22 11:00 - 13:00 UTC | Haynie & Company, 1785 West 2300 South, West Valley City, UT, 84119, United States
Business leaders and CPAs are invited to an insightful in-person seminar on October 22, 11:00 am – 1:00 pm (MST) on how captive insurance can strengthen your company’s financial strategy. Learn how to reduce costs, improve control, and access best-in-class coverage with a stable, predictable approach.
Free Lunch & Learn Seminar

Date: Wednesday, October 22, 2025
Time: 11:00 am – 1:00 pm MST | In person
Location: Haynie & Company: 1785 W 2300 S Salt Lake City, UT 84119
Cost: Free (Lunch provided)

Register Today!

ERP Lunch & Learn
2025-10-28 11:00 - 14:00 UTC | Top Golf, 920 Jordan River Blvd, Midvale, UT, 84047, United States
Join us for an engaging ERP Lunch & Learn at Top Golf in Midvale on October 28 from 11:00 am- 2:00 pm (MST). We’ll explore: What’s Holding You Back? Could It Be Your ERP Systems? Discover how Haynie’s ERP Implementation & Business Consulting services can help you streamline operations, improve financial clarity, and optimize your systems.
Where: Top Golf, 920 Jordan River Blvd, Midvale, UT 84047
When: Tuesday, October 28 | 11:00 am – 2:00 pm (MST)
What to Expect: Presentation begins at 11:30 a.m., Lunch served during the presentation. Networking & golf to follow.

Register today!

Haynie Wealth Retirement Seminar
2025-11-04 18:00 - 19:30 UTC | Haynie & Company Loveland, 200 East 7th Street, Suite 300, Loveland, CO, 80537, United States
Please join us for an in-person Dine & Learn Retirement Seminar on November 4, 6:00 pm – 7:30 pm (MDT). You will leave this event with the knowledge you need to make informed decisions, minimize taxes, and maximize retirement savings. Our goal is to empower you with the knowledge to navigate difficult financial decisions so that you can enjoy your golden years with peace of mind.
When
Nov 4, 2025, 6:00 pm – 7:30 pm (MDT)
Where
Haynie & Company 200 East 7th Street, Suite 300, Loveland, CO 80537
Register Today!

RMA & TMA Pickleball Challenge
2025-11-14 10:00 - 12:00 UTC | Club Pickleball USA, 203 W 9000 S, Sandy, UT, 84070, United States
Join us on November 14, at 10:00 am – 12:00 pm (MST) for networking and pickleball at Club Pickleball USA, 203 W 9000 S, Sandy, UT 84070. Come on out for the best networking event of the year. We will have an outstanding time playing Pickleball and meeting and networking with some of the greatest people from the best companies in Utah. We can’t wait to see you there!

Register Today!

2026 Economic Preview
2026-01-06 10:00 - 11:00 UTC
Start the new year with valuable insight from one of the region’s leading economists. Join us for a 2026 Economic Preview with Robert Spendlove, Senior Economist at Zions Bank. Robert will share his perspective on the economy and key trends to watch in the year ahead. This engaging session is a great way to start 2026 well-informed.

When
January 6, 2026, 10:00 am – 11:00 am (MST)
Where
Zoom
Register Today!

Haynie Wealth Retirement Seminar
2026-01-14 18:00 - 19:30 (Atlantic/Azores) | Haynie – San Antonio, 2702 N Loop 1604 E., Ste. 202, San Antonio, TX, 78232, United States
Please join us for an in-person Dine & Learn Retirement Seminar on January 14, 2026, 6:00 pm – 7:30 pm (CST). You will leave this event with the knowledge you need to make informed decisions, minimize taxes, and maximize retirement savings. Our goal is to empower you with the knowledge to navigate difficult financial decisions so that you can enjoy your golden years with peace of mind.
When
January 14, 2026, 6:00 pm – 7:30 pm (CST)
Where
Haynie & Company 2702 N Loop 1604 E #202 San Antonio, TX 78232
Register Today!

The Growth CFO’s Playbook: ERP Strategies for 2026
2026-01-21 11:00 - 13:00 UTC | Silicone Slopes HQ, 2600 West Executive Parkway, Suite 140, Lehi, UT, 84043, United States
If you’re a CFO or finance leader looking to strengthen your ERP and data strategy, this event is for you. Join us for The Growth CFO’s Playbook: ERP Strategies for 2026 and Beyond — a dynamic lunch event designed for finance leaders ready to scale smarter. Discover how Haynie’s ERP Implementation & Business Consulting services can help you streamline operations, improve financial clarity, and optimize your systems.
Date: Wednesday, January 21, 2026
Time: 11:00 am – 1:00 pm (MST)
Location: Silicon Slopes HQ, 2600 West Executive Parkway, Suite 140, Lehi, Utah 84043
Speakers: Ryan Wells and Paul Kushlan
Cost: Free (Lunch provided)
Topic Highlights

Identifying Barriers to Growth
People, Process & Systems Framework
ERP Implementation & Business Consulting Services
Real-World Benefits
Partnering with Haynie

Register Today!

Haynie Wealth Retirement Seminar
2026-01-29 18:00 - 19:30 UTC | Haynie & Company Las Vegas, 6026 S Durango Dr, Las Vegas, NV, 89113, United States
Please join us for an in-person Dine & Learn Retirement Seminar on January 29, 2026, 6:00 pm – 7:30 pm (PDT). You will leave this event with the knowledge you need to make informed decisions, minimize taxes, and maximize retirement savings. Our goal is to empower you with the knowledge to navigate difficult financial decisions so that you can enjoy your golden years with peace of mind.
When
January 29, 2026, 6:00 pm – 7:30 pm (PDT)
Where
Haynie & Company 6026 S Durango Dr Las Vegas, NV 89113
Register Today!

Haynie Wealth Retirement Seminar
2026-02-03 18:00 - 19:30 UTC | Haynie & Company Littleton, 1221 West Mineral Avenue Suite 202, Littleton, CO, 80120, United States
Please join us for an in-person Dine & Learn Retirement Seminar on February 3, 2026, 6:00 pm – 7:30 pm (MDT). You will leave this event with the knowledge you need to make informed decisions, minimize taxes, and maximize retirement savings. Our goal is to empower you with the knowledge to navigate difficult financial decisions so that you can enjoy your golden years with peace of mind.
When
February 3, 2026, 6:00 pm – 7:30 pm (MDT)
Where
Haynie & Company 1221 West Mineral Avenue, Suite 202, Littleton, CO 80120
Register Today!

Haynie Wealth Retirement Seminar
2026-02-10 18:00 - 19:30 UTC | Haynie – Loveland, 200 East 7th Street, Suite 300, Loveland, CO, 80537, United States
Please join us for an in-person Dine & Learn Retirement Seminar on February 10, 2026, 6:00 pm – 7:30 pm (MST). You will leave this event with the knowledge you need to make informed decisions, minimize taxes, and maximize retirement savings. Our goal is to empower you with the knowledge to navigate difficult financial decisions so that you can enjoy your golden years with peace of mind.
When
February 10, 2026, 6:00 pm – 7:30 pm (MST)
Where
Haynie & Company 200 E 7th Street, Suite 300, Loveland, CO 80537
Register Today!

Haynie Wealth Retirement Seminar
2026-02-10 18:00 - 19:30 UTC | Haynie – Dallas, 12222 Merit Drive, Suite 1900, Dallas, TX, 75251, United States
Please join us for an in-person Dine & Learn Retirement Seminar on February 10, 2026, 6:00 pm – 7:30 pm (CST). You will leave this event with the knowledge you need to make informed decisions, minimize taxes, and maximize retirement savings. Our goal is to empower you with the knowledge to navigate difficult financial decisions so that you can enjoy your golden years with peace of mind.
When
February 10, 2026, 6:00 pm – 7:30 pm (CST)
Where
Haynie & Company 12222 Merit Dr # 1900 Dallas, TX 75251
Register Today!

Haynie Wealth Retirement Seminar
2026-02-17 18:00 - 19:30 UTC | Haynie – Brownsville, 855 West Price Road, Ste. 25, Brownsville, TX, 78520, United States
Please join us for an in-person Dine & Learn Retirement Seminar on February 17, 2026, 6:00 pm – 7:30 pm (CST). You will leave this event with the knowledge you need to make informed decisions, minimize taxes, and maximize retirement savings. Our goal is to empower you with the knowledge to navigate difficult financial decisions so that you can enjoy your golden years with peace of mind.
When
February 17, 2026, 6:00 pm – 7:30 pm (CST)
Where
Haynie & Company 855 W Price Rd Ste 25 Brownsville, TX 78520
Register Today!

Preparing Your Company for a Transaction
2026-02-24 11:00 - 13:00 (America/Denver) | Silicone Slopes HQ, 2600 West Executive Parkway, Suite 140, Lehi, UT, 84043, United States
Preparing your company for a transaction starts long before a deal is on the table. Join Haynie and the Silicon Slopes Finance Chapter for an in-person event focused on how strong accounting practices can drive smoother transactions, stronger valuations, and fewer surprises during due diligence. This session is ideal for founders, executives, and finance leaders who want to ensure their company is transaction-ready – whether a sale is near or years away.
Event: Preparing Your Company for a Transaction Through Better Accounting
Date: February 24, 2026
Time: 11:00 AM – 1:00 PM MST
Location: Silicon Slopes HQ
2600 West Executive Parkway, Suite 140
Lehi, Utah 84043
Hosted by: Haynie | Silicon Slopes Finance Chapter
Register Today

Haynie Wealth Retirement Seminar
2026-02-26 18:00 - 19:30 (America/Denver) | Haynie Austin, 8303 N. Mopac Expressway Building C Event Center, Austin, TX, 78759, United States
Please join us for an in-person Dine & Learn Retirement Seminar on February 26, 2026, 6:00 pm – 7:30 pm (CST). You will leave this event with the knowledge you need to make informed decisions, minimize taxes, and maximize retirement savings. Our goal is to empower you with the knowledge to navigate difficult financial decisions so that you can enjoy your golden years with peace of mind.
When
February 26, 2026, 6:00 pm – 7:30 pm (CST)
Where
Haynie & Company 8303 N. Mopac Expressway Building C Event Center Austin, TX 78759
Register Today!

The Smart Owner Advantage
2026-03-04 13:00 - 14:00 (America/Denver)
Join us via Zoom for an insightful webinar designed to help business owners build a stronger, more valuable, and more transferable company. This session will walk you through the most common pitfalls that quietly erode valuation, what buyers actually look for when assessing a business, and the strategic moves that increase long-term enterprise value.
Our expert speakers will share practical, real-world strategies to help you reduce owner dependency, align business goals with long-term value creation, and treat valuation as an ongoing process rather than a one-time event. Whether you plan to exit in the near future or simply want to strengthen your business for growth, this webinar will provide clear
steps to help you protect and grow what you’ve built. Don’t miss this opportunity to gain the Smart Owner advantage and position your business for long-term success.
Event Details
Wednesday, March 4, 2026
1:00 PM – 2:00 PM (MST)
Zoom Webinar
Topic Highlights

Common Pitfalls that Hurt Valuation
What Buyers Want to See: Moves that
Strengthen Valuation
Build a Business that Runs Without You
Treat Valuation as a Continuous Process
Align Goals with Long-Term Value Creation

Register Today!

The Growth CFO’s Playbook: ERP Strategies
2026-03-05 11:00 - 14:00 (America/Denver) | Top Golf – San Antonio, 5539 N Loop 1604 W, San Antonio, TX, 78249, United States
Finance leaders are rethinking ERP—and we’re taking the conversation to Topgolf.
Join us for an engaging midday event where we’ll talk shop, enjoy lunch, and hit a few golf balls while exploring how modern, data-driven ERP strategies can fuel smarter decisions, better visibility, and scalable growth in 2026 and beyond. Discover how Haynie’s ERP Implementation & Business Consulting services can help you streamline operations, improve financial clarity, and optimize your systems.
Event Details
Date: Thursday, March 5, 2026
Time: 11:00 AM – 2:00 PM (CST)
Location: Topgolf, 5539 N Loop 1604 W, San Antonio, TX 78249
Agenda
11:00 – 11:30 AM | Networking & Welcome
11:30 – 12:00 PM | Lunch & Networking
12:00 – 12:45 PM | Presentation: ERP Strategies for 2026 and Beyond
1:00 – 2:00 PM | Topgolf Play & Networking
Topic Highlights

Identifying Barriers to Growth
People, Process & Systems Framework
ERP Implementation & Business Consulting Services
Real-World Benefits
Partnering with Haynie

Whether you’re actively evaluating ERP solutions or just want to stay ahead of what’s next, this session will deliver practical insights—plus a little friendly competition.
Register Today!

The Growth CFO’s Playbook: ERP Strategies
2026-03-18 11:00 - 14:00 (America/Denver) | Top Golf – Dallas, 8787 Park Ln,, Dallas, TX, 75231, United States
Finance leaders are rethinking ERP—and we’re taking the conversation to Topgolf.
Join us for an engaging midday event where we’ll talk shop, enjoy lunch, and hit a few golf balls while exploring how modern, data-driven ERP strategies can fuel smarter decisions, better visibility, and scalable growth in 2026 and beyond. Discover how Haynie’s ERP Implementation & Business Consulting services can help you streamline operations, improve financial clarity, and optimize your systems.
Event Details
Date: Wednesday, March 18
Time: 11:00 AM – 2:00 PM (CST)
Location: Topgolf, 8787 Park Ln, Dallas, TX 75231
Agenda
11:00 – 11:30 AM | Networking & Welcome
11:30 – 12:00 PM | Lunch & Networking
12:00 – 12:45 PM | Presentation: ERP Strategies for 2026 and Beyond
1:00 – 2:00 PM | Topgolf Play & Networking
Topic Highlights

Identifying Barriers to Growth
People, Process & Systems Framework
ERP Implementation & Business Consulting Services
Real-World Benefits
Partnering with Haynie

Whether you’re actively evaluating ERP solutions or just want to stay ahead of what’s next, this session will deliver practical insights—plus a little friendly competition.
Register Today!

Fundamental Finance
2026-03-23 11:00 - 13:00 (America/Denver) | Silicone Slopes HQ, 2600 West Executive Parkway, Suite 140, Lehi, UT, 84043, United States
Join the Nucleus Institute and the experts at Haynie for a discussion of financial fundamentals for early-stage companies.
Date: March 23, 2026
Time: 11:00 AM – 1:00 PM
Location: Silicon Slopes
Lunch Provided
The session will cover:

Financial reporting
Systems to support scaling
Taxes, including recent changes to R&D credits

This talk will be particularly useful for early-stage deep-tech companies with significant research activities and related expenses.
Register Today!

Bankers & Brokers Pickleball Classic
2026-03-27 10:00 - 12:00 (America/Denver) | Picklr, 6856 S Redwood Rd,, West Jordan, UT, 84084, United States
Join us at The Picklr in West Jordan for the Haynie Bankers & Brokers Pickleball Classic.
This exclusive networking event is designed specifically for bankers and insurance brokers. Enjoy two hours of connection, light competition, and meaningful conversation in a high-energy, relationship-focused setting.
Whether you are a seasoned player or new to the game, this event is about strengthening professional relationships and expanding your network in a relaxed environment.
Event Details
Date: March 27, 2026
Location: The Picklr – 6856 S Redwood Rd, West Jordan, UT 84084
Time: 10:00 AM – 12:00 PM
Register today!
Sponsored by:

Haynie Wealth Retirement Seminar
2026-04-21 12:00 - 13:30 UTC | Haynie & Company Las Vegas, 6026 S Durango Dr, Las Vegas, NV, 89113, United States
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 need to make informed decisions, minimize taxes, and maximize retirement savings. Our goal is to empower you with the knowledge to navigate difficult financial decisions so that you can enjoy your golden years with peace of mind.
When
April 21, 2026, 12:00 pm – 1:30 pm (PDT)
Where
Haynie 6026 S Durango Dr Las Vegas, NV 89113
Register Today!

Strategic Valuation for Synergies
2026-04-22 13:00 - 14:00 (America/Denver)
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 buyers identify, evaluate, and pay for synergies, and what truly moves the needle when your business is part of a larger strategic acquisition. Our expert speakers will walk through best practices for quantifying synergy value, how buyers assess operational, financial, and market synergies, and how to clearly communicate your company’s strategic advantages in a transaction process. You’ll gain practical insight into positioning your business in a way that elevates perceived value, strengthens negotiating leverage, and supports premium deal outcomes.
Don’t miss this opportunity to better understand what buyers really pay for and how to make your business stand out when it matters most.
Event Details
Wednesday, April 22, 2026
1:00 PM – 2:00 PM MST
Zoom Webinar
Topic Highlights

Understanding Synergies in Valuation
How Buyers Assess Synergy Value
Quantifying Synergies – Best Practices
Impact on Deal Pricing & Negotiation
Communicating Synergy Value to Buyers

Register Today!

Valuations - D.R.E.A.M.: The 5 Metrics That Move Multiples
2026-04-28 11:00 - 13:00 (America/Denver) | Silicone Slopes HQ, 2600 West Executive Parkway, Suite 140, Lehi, UT, 84043, United States
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 28, 2026
Time: 11:00 AM – 1:00 PM
Location: Silicon Slopes: 2600 West Executive Parkway, Suite 140 Lehi, UT 84043
Lunch Provided
During this session, our valuation professionals will break down the five key drivers that influence business valuation multiples and what owners can do today to strengthen long-term value.
What We’ll Cover
D – Durable Growth
Future projected cash flows are discounted to present value using a risk-adjusted rate.
R – Reduced Risk
Mitigating concentration, founder dependency, and operational risks that could lower valuation.
E – Earnings Quality
Clean, recurring, and sustainable earnings that reflect the true economic engine of the business.
A – Asset Platform
The systems, technology, intellectual property, and resources that enable scalable, repeatable operations.
M – Market Multiples
Other multiple drivers and comparable transaction multiples applied to relevant metrics such as EBITDA and revenue.
Whether you are planning for growth, preparing for a future transaction, or simply want to better understand how your business is valued, this session will provide practical insights you can apply immediately.
Register Today!

ESOP's for Construction Companies
2026-05-06 11:30 - 13:00 (America/Denver) | AGC Training Center, 2229 South 1070 West, Salt Lake City, UT, 84119, United States
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 who helped build the business. This Lunch & Learn introduces Employee Stock Ownership Plans (ESOPs) in plain language, with a construction-focused lens. We’ll cover how ESOPs can function as both a qualified retirement plan and a long-term ownership transition strategy.

This session is intended for construction company leaders who are exploring whether an ESOP may be a good fit, including CFOs, CEOs, COOs, and owners considering an ESOP for their employees. We’ll focus on common early-stage questions, the strategic benefits that make ESOPs unique, and practical considerations that help determine whether an ESOP is viable for a given company.
Date: Wednesday, May 6, 2026
Time: 11:30 am – 1:00 pm MDT
Location: AGC Training Center Auditorium: 2229 South 1070 West Salt Lake City, UT 84119
Key topics include:
• What is an ESOP?
• Employee Stock Ownership Plan = ESOP
• Qualified Retirement Plan
• Since 1974, ESOPs have been governed by ERISA, providing unique tax benefits
• 100% S-Corp Owned ESOPs pay no federal income tax
Instructors: Troy Starr, Lazear Capital; Chris N. Badger, CPA, Haynie
Register Today

Valuation in Action
2026-05-13 13:00 - 14:00 (America/Denver)
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 protects owners, supports smooth ownership transitions, and helps prevent costly disputes and tax surprises.
Our expert speakers will guide you through choosing the right valuation method, understanding triggering events and their tax implications, and aligning funding strategies with valuation outcomes. You’ll also gain best practices to help reduce IRS scrutiny, strengthen documentation, and avoid common valuation-related conflicts between owners and heirs.
Don’t miss this opportunity to put valuation into action and safeguard your business, your partners, and your legacy.
Event Details
Wednesday, May 13, 2026
1:00 PM – 2:00 PM (MST)
Zoom Webinar
Topic Highlights

Valuation as the Foundation of Buy-Sell Agreements
Choosing the Right Valuation Method
Triggering Events and Tax Implications
Funding Strategies That Align with Valuation
Best Practices to Avoid IRS Challenges and Disputes

Register Today!

Haynie Spring Executive Shoot Out
2026-05-15 10:00 - 12:00 UTC | Lee Kays Shooting Range, 6000 W 2100 S, Salt Lake City, Utah, 84128, United States
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: 6000 W 2100 S, Salt Lake City, UT 84128
All-You-Can-Eat Tacos!
We look forward to seeing you there!
Register today!
sponsored by:
