Haynie & Company

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:

2026 Economic Overview
2026-06-25 10:00 - 12:00 (America/Denver)
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. He will explain how to interpret ongoing changes in the labor market, inflation, interest rates, demographics, and financial markets. He will discuss how tariffs, federal tax and spending changes, deregulation, and a looming national debt crisis impact our economy. Robert will help you gain insights into how you can benefit in times of uncertainty.
Event Details:

Thurs., June 25, 2026
10:00 AM – 11:00 AM MDT
Zoom Webinar
Topic Highlights:

Economic outlook for 2026
Labor market, inflation, and interest rates
Financial markets and demographics
Federal tax, spending, and regulatory changes
Oil shock from global conflict and its impact on inflation
Federal Reserve and bond market response

Register Today!

Trump Accounts: What Families Need to Know
2026-07-15 14:00 - 15:00 (America/Indiana/Indianapolis)
Join us via Zoom for a discussion on how families can help the next generation build a strong financial foundation using emerging planning strategies.
Many parents and grandparents want to support their children and grandchildren’s long-term financial security, but aren’t always sure which tools are most effective.
In this session, Celina Ochoa, CFP®, Wealth Advisor at Haynie Wealth, and Cassie Gonzalez, CPA, Tax Manager at Haynie, will walk through the recently enacted Trump Account provisions and how they may fit within a broader family financial plan.
The discussion will cover the fundamentals of Trump Accounts, including eligibility requirements, contribution rules, tax considerations, and key planning opportunities families may want to evaluate.
Attendees will gain practical insight into how Trump Accounts compare with other savings and wealth transfer strategies, where they may fit within a family’s overall planning approach, and how thoughtful planning today can help prepare future generations for greater financial responsibility.
Event Details
Date: Wednesday, July 15
Time: 2:00 PM – 3:00 PM CDT
Location: Zoom Webinar
Topic Highlights

Understanding Trump Accounts and their role in family planning strategies
Estate planning basics and common missteps
Gifting strategies, FLPs, and highly appreciated assets
Real estate transfers and step-up in basis planning
Business succession and multi-generational wealth planning

Register Today!

Estate Planning Fundamentals and Common Missteps
2026-07-29 14:00 - 15:00 (America/Indiana/Indianapolis)
Join us via Zoom for a discussion on estate planning fundamentals and the key decisions families face when preparing to pass wealth from one generation to the next.
Most estate plans are created with good intentions, but many do not keep pace with changes in family circumstances, asset ownership, and evolving tax laws.
In this session, Celina Ochoa, CFP®, Wealth Advisor at Haynie Wealth, and Cassie Gonzalez, CPA, Tax Manager at Haynie, for a discussion on estate planning fundamentals and the decisions families face when preparing wealth to pass from one generation to the next. This seminar will explore common estate planning mistakes, beneficiary and titling considerations, trust planning concepts, and strategies designed to help families maintain clarity, continuity, and control over their wishes.
Attendees will gain practical insight into how thoughtful estate planning can help preserve family wealth, reduce unnecessary complications, and create a framework for future generations to responsibly steward the resources entrusted to them.
Event Details
Date: Wednesday, July 29
Time: 2:00 PM – 3:00 PM CDT
Location: Zoom Webinar
Topic Highlights

Estate planning documents every family should have
Common mistakes that can derail an estate plan
Beneficiary designation and asset titling pitfalls
Trust planning strategies and key considerations
Ways to prepare future generations for wealth transfer

Register Today!

Gifting Strategies, Family Limited Partnerships, and Highly Appreciated Assets
2026-08-05 14:00 - 15:00 (America/Indiana/Indianapolis)
Join us via Zoom as we discuss how many families reach a point where they begin asking whether wealth should be transferred during life, at death, or through a combination of both. The answer often depends on family goals, tax considerations, and the nature of the assets involved.
Join Celina Ochoa, CFP®, Wealth Advisor at Haynie Wealth, and Cassie Gonzalez, CPA, Tax Manager at Haynie, for a discussion on gifting strategies, Family Limited Partnerships (FLPs), and planning opportunities involving highly appreciated assets. This seminar will explore how families can thoughtfully transfer wealth, maintain flexibility and control, and create structures that support both financial and family objectives over time.
Attendees will gain practical insight into strategies that may help preserve family wealth, reduce unnecessary tax exposure, and prepare future generations to become responsible stewards of the resources entrusted to them.
Event Details
Date: Wednesday, August 5
Time: 2:00 PM – 3:00 PM CDT
Location: Zoom Webinar
Topic Highlights

Gifting strategies for transferring wealth during your lifetime
Family Limited Partnerships (FLPs) and their planning benefits
Considerations for highly appreciated assets
Tax-efficient strategies for wealth transfer
Preparing future generations for responsible stewardship of family wealth

Register Today!

Real Estate Transfers and Step-Up in Basis Planning
2026-08-19 14:00 - 15:00 (America/Indiana/Indianapolis)
Join us via Zoom for a discussion on estate planning fundamentals and the key decisions families face when preparing to pass wealth from one generation to the next.
Join Celina Ochoa, CFP®, Wealth Advisor at Haynie Wealth, and Cassie Gonzalez, CPA, Tax Manager at Haynie, for a discussion on real estate transfer strategies and the planning considerations that can arise when property changes hands. This seminar will explore step-up in basis rules, gifting considerations, ownership structures, and common planning opportunities that may impact both families and business owners.
Attendees will gain practical insight into how thoughtful planning can help preserve family assets, reduce avoidable tax consequences, and ensure real estate holdings continue to support long-term family goals.
Event Details
Date: Wednesday, August 19
Time: 2:00 PM – 3:00 PM CDT
Location: Zoom Webinar
Topic Highlights

Real estate transfer strategies for families and business owners
Understanding step-up in basis rules and opportunities
Gifting considerations for real estate assets
Property ownership structures and planning implications
Strategies to reduce avoidable tax consequences and preserve family wealth

Register Today!

Haynie's 8th Annual Golf Fundraiser
2026-08-24 08:00 - 15:00 (America/Denver) | Thanksgiving Point, 3300 W Club House Dr, Lehi, UT, 84043, United States
Get ready for a great day on the course at our upcoming golf fundraiser benefiting The Haynie Foundation! Join us for an 18-hole, 4-person scramble filled with golf, networking, and fun. Your day includes breakfast and lunch, course games and activities, and prizes for winning teams. Sponsorship opportunities are still available. Sign up today to reserve your spot!
We hope you’ll join us for a great round of golf in support of a meaningful cause – we look forward to seeing you there!
Event Details:
Date: August 24, 2026
Time: 8:00 am shotgun start
Location: Thanksgiving Point Golf Club
Sponsorships Available
Register Today

Business Succession and Multi-Generational Wealth Planning
2026-08-26 14:00 - 15:00 (America/Indiana/Indianapolis)
Join us via Zoom for a discussion on how, for many business owners, the greatest challenge is not building a successful business, but determining what happens when the next generation is asked to lead it.
Join Celina Ochoa, CFP®, Wealth Advisor at Haynie Wealth, and Cassie Gonzalez, CPA, Tax Manager at Haynie, for a discussion on business succession and the challenges families face when preparing to pass wealth, leadership, and responsibility from one generation to the next. This seminar will explore common succession planning considerations, ownership transition strategies, family dynamics, and the role tax, valuation, and estate planning can play in a successful transition.
Attendees will gain practical insight into how thoughtful planning can help preserve business continuity, align family and financial goals, and prepare future generations to become capable stewards of the assets and opportunities entrusted to them.
Event Details
Date: Wednesday, August 26
Time: 2:00 PM – 3:00 PM CDT
Location: Zoom Webinar
Topic Highlights

Business succession planning fundamentals
Ownership transition strategies and considerations
Navigating family dynamics in succession planning
The role of tax, valuation, and estate planning
Preparing the next generation for leadership and stewardship

Register Today!
