Seminar Synopsis We are thrilled to be able to reprise our Succession Planning seminar on December 4-5 in Atlanta, focused on valuation and your exit via internal transfer, merger, or acquisition. This year’s seminar will maintain an intimate format (limited to 35 agency principals, with plenty of networking opportunities, but with two big changes: We […]
Okay, 2024 is looking a little too much like 2023 and fixing your new business problem is job one. You could hire those Punctuation folks to work with you individually in a New Business Audit for $18k, but you need quicker and cheaper answers. Plus, you want to do it with peers. Join us for […]
Seminar Synopsis We have further focused and expanded our popular Account Management seminar this year, adding content and bringing in experts Jenny Plant and Jack Skeels as speakers. The result is an intensive two-day crash course on all things account management. Those just starting to explore the subject and those who have been steeped in […]
Seminar Synopsis Our reworked "Benchmarking Your Financial Performance" seminar is a must for principals who want to understand what metrics they need to pay attention to and how to impact those metrics to make their firms stronger. We are holding a 1-day intimate seminar in Atlanta, GA to help you understand, track and act on […]
Seminar Synopsis We are thrilled to be able to reprise our Succession Planning seminar on December 3-4 in Atlanta, focused on valuation and your exit via internal transfer, merger, or acquisition. This year’s seminar will maintain an intimate format (limited to 35 agency principals, with plenty of networking opportunities. We are bringing in an outside […]
Okay, 2024 hasn't shaped up exactly like you were hoping it would. You could hire those Punctuation folks to work with you individually in a New Business Audit for $18k, […]
The current uncertain times call for a seminar experiment. We still do a combined 25+ Total Business Resets ($25k+) and New Business Audits ($18k) every year, but some of you […]
Group Pricing Available, Just Ask! Seminar Synopsis We have further focused and expanded our popular Account and Project Management seminar this year, adding content and bringing in experts Jenny Plant […]
I hesitate to use the word “seminar” for this, because it’s not going to be a bunch of lectures, but more of a hands on workshop where I’ll work through: […]