TBD - COMING UP SOON

We’ve created a safe space where business owners can step out of the day-to-day and focus on what truly matters, without pressure or expectation.

Because at some point, every business owner exits, and the difference between outcomes is rarely luck – it’s alignment: the right strategies, timing, and guidance working together.

We are working on the following Possible Future Workshops; this foundational series contains the ones you've suggested in no specific order:

1. Looking into the Sale Side M&A Exit (for July 15, 2026)
2. Where can Private Equity be a Good Option (Private Equity vs Strategic Buyer)
3. Maximizing Business Value Before an Exit (Value Acceleration)
4. Putting the Puzzle together: Exit Planning, Tax Planning, Estate Planning, Financial Planning, Succession Planning, Legacy Planning, and Life After Exit Planning.
5. Family Business Succession as an Exit Strategy
6. Tax-Efficient Exit Strategies Overview
7. QSBS & IRC §1202 Planning
8. Intermediated Installment Sale
9. Charitable Trust Options
10. Building Your Exit Advisory Team
11. Planning & Protecting Business Value from the “Five Ds”: Death, Disability, Divorce, Distress, and Departure
12. Owner Readiness: Life After Exit a New Paradigm
13. After Exit, Foundations or Family Offices are Created, when It Makes Sense and when it really doesn’t
14. ESOPs: Opportunities & Challenges
15. Insurance Overview: Basics & Business Essentials
16. Business Insurance: Buy-Sell Agreement Funding; Core Liability Policies; Asset & Operational Protection; Specialized & Executive Protection; etc.
17. Life Insurance: Cash Value Policies, What Makes Sense and What Really Doesn’t
18. Insurance: Everything About Annuities…” the Good, the Bad, and the Ugly ”
19. Captive Insurance (self-insurance), where it makes sense, and alternatives
20. What is PPLI (Private Placement Life Insurance), and why are ultra-high-net-worth individuals using it?

Please, if there is a subject you'd like us to explore, please let us know, and we'll include it in future workshops.

 Thank you,

-Gabe

gabe.martinez@wmwm-il.com