Most business owners only review their finances when tax deadlines are approaching or problems arise. By then, many opportunities have already been missed.

Our Quarterly Business Review (QBR) Group Sessions are designed to change that.

Starting in 2026, these guided group sessions will provide business owners with the structure, insight, and accountability needed to review performance, plan ahead, and make informed decisions before issues become costly.

What the Quarterly Business Review Group Sessions Will Cover

Each session will focus on practical, decision‑driven topics, including:

• Reviewing your financial performance and key trends
• Understanding what your numbers are really telling you
• Identifying risks and opportunities early
• Discussing tax considerations before year‑end
• Improving financial decision‑making through expert guidance and group discussion

These sessions are not about compliance or last‑minute tax filing. They are about helping you operate your business with greater confidence and foresight.

What Joining the Waiting List Means

By joining the waiting list, you will:

• Be the first to receive full program details
• Get early access to registration
• Receive priority communication before the public launch

Joining the waiting list does not obligate you to register. It simply ensures you stay informed.