Close Strong, Start Fast: The Owner's Year-End Playbook

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Wednesday, Nov 4th, 2026, • 1:00 PM PT / 3:00 PM CT / 4:00 PM ET

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About This Session

The Owner's Year-End Playbook

The strongest practices don't wait for a crisis, or for January, to get organized. They use the final weeks of the year to close open items and the first weeks of the next to start the work that takes time. This session is a checklist for both: what to finish before December 31, and what to put in motion in Q1 so you open the year already set up to grow.

This data-driven webinar gives you a clearer look at your exit options based on your practice size, timeline, buyer universe, and long-term priorities.

What You'll Walk Away Knowing

Contingency planning best practices to finalize before year end
Entity formation and re-formation, and why Q1 is the time to start
Compensation plan design trends worth adopting for the new plan year
Employment contracts that protect the firm and its clients, ready before the new year
Equity sharing to support growth and career tracks, planned now and launched in Q1
Valuation trends beyond the multiple, to plan around in the year ahead

Who should attend: If you've done most of this already, use the session to pressure-test it against where the industry is heading. If you haven't, you'll leave with the list. Either way, you'll know where you stand before the year closes.

Close Strong, Start Fast:
The Owner's Year-End Playbook

Register for the Webinar

The Owner's Year-End Playbook

What You'll Walk Away Knowing

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