Intangible Assets - Structural and Organizational Equity
2026-05-19 07:30 - 09:00 (America/New_York) | Wolcott Rivers Gates, 4417 Corporation Lane, Virginia Beach, 23455, United States
The assets that protect your business, most aren’t on your balance sheet.
In a world where competitors can copy your products, undercut your prices, and poach your clients, the organizations that win long-term are built on something far harder to replicate … the systems, structures, and processes working invisibly inside them.
This session goes beyond marketing and sales to explore the intangible assets that determine whether your business scales, retains value, and survives leadership transitions. We’ll examine

Structural capital and the institutional knowledge that stays when people leave, and
Organizational capital, the decision-making frameworks, cultural norms, and operational design that either multiply or diminish everything else you’ve built.

What you can’t measure, you can’t manage — and what you can’t manage, you can’t protect.
Come ready to assess your own organization and walk away with a practical framework you can apply immediately.
Bernd Haase of LeaderConnect Consulting will facilitate this session. With more than 35 years of corporate executive and entrepreneurial experience and a get-things-done approach we will work with a focused effort towards tangible outcomes making your succession journey a success.
This event is free to attend – charitable donation are welcome!

Intangible Assets - Trust & Relationship Equity
2026-03-17 07:30 - 09:00 | Wolcott Rivers Gates, 4417 Corporation Lane, Virginia Beach, 23455, United States
What is Trust & Relationship Equity?
The four pillars of Intangible Assets are:

Authority
Visibility
Trust
Relationship Equity

In February’s session we discussed Authority & Visibility – how this affects business growth, where we are in the process, and what we need to do to improve.
What we learned is:
Authority is about content. It’s what you know and what makes you a leader in your field. Visibility is how your content is delivered. This is accomplished through your market-planning and actions.
This session is about Trust & Relationship Equity
Trust & Relationship Equity are about your people and your customers. This is the most impactful company asset, and affects its transferability.
In part 2 of Intangible Assets we will take a closer look at Trust & Relationship Equity and how that affects the value and transferability of your business.

This session will be facilitated in workshop format by Brian Pascouau, owner of Big Deal Marketing Group. With over 30 years of experience in the field of marketing, Brian will help us look inside our businesses and determine where we are, and where we need to be on this scale of value and transferability.

If you haven’t done so, take this
business self-evaluation on the transferability of your business.
Click this link
Or scan the code

Social & Branding Capital
2026-02-17 07:30 - 09:00 | Wolcott Rivers Gates, 4417 Corporation Lane, Virginia Beach, 23455, United States
Brian Pascouau is the owner of Big Deal Marketing Group, a full service marketing agency that specializes in strategic marketing plans, website development & integration, SEO best practices, digital advertising through social media channels, and campaign development.
Intangible assets account for up to 85% of business value.
Social & Branding Capital is the intangible value created through trust, authority, visibility, and relationships that directly impacts growth, valuation, and transition readiness.
Authority: Market credibility, expertise, and leadership perception.
Visibility: Consistent, recognizable presence across platforms and search.
Trust: Reputation signals, reviews, and client confidence.
Relationship Equity: Strength of networks, partnerships, and loyalty.
Businesses that intentionally build these assets command higher valuation multiples, reduce owner dependency, and transition more smoothly.
Take this structured assessment that measures how transferrable your business is.
Click this link
Or scan the QR code below:

How Do You Assess Your Business Direction?
2026-01-20 07:30 - 09:00
Last month we discussed valuations and how the market sets the multiples for the industry. How does your business stack up against industry market data? The true test of success lies in understanding your financials and key performance indicators (KPIs). Join us for an insightful seminar where we will explore how to leverage market KPIs to evaluate and guide your business strategy.

What You will Learn:

How to interpret financial statements effectively
Building industry-specific dashboards
Using KPIs to benchmark your business against market standards

Presenter:
Barb Smith, Cherry Bekaert LLP
Barb brings extensive experience in financial analysis and performance measurement, helping business owners make informed decisions.
Who Should Attend: Business owners, executives, and decision-makers looking to gain clarity on their business performance and competitive positioning.
Cost: The cost to attend is free; however, we are asking attendees to bring a voluntary donation to support the Tidewater Arts Outreach (www.tidewaterartsoutreach.org).
Reserve Your Spot Today!

Why Every Business Owner Should Know Their Business’s Value — Even If They’re Not Planning to Sell
2025-12-16 07:30 - 09:00 | Wolcott Rivers Gates, 4417 Corporation Lane, Virginia Beach, 23455, United States
Overview:
For most business owners, their company represents 75% to 80% of their personal net worth. Yet many overlook the importance of knowing its true value unless they’re preparing to sell or exit. In last month’s Business Owner Readiness session, we explored the concept of the wealth gap — the difference between what an owner has and what they need for financial independence. Understanding the value of the business is a critical step in identifying and closing that gap.
This month, we’ll take that conversation further.
In this session, Gary Baum of Acuity Valuation will guide us through:

Why business valuation matters for long-term planning
How valuations are performed and what market multiples are used
The key methods for valuing a business
How strategic planning can increase transferable value — the kind of value that makes a business more attractive and sustainable

Whether you’re years away from an exit or simply focused on growth, knowing your business’s value helps you measure progress, make informed decisions, and build a more resilient enterprise.
Join us for this insightful seminar and take a proactive step toward securing your financial future.

Business Owner Readiness
2025-11-18 07:30 - 09:00 | Wolcott Rivers Gates, 4417 Corporation Lane, Virginia Beach, 23455, United States
Every successful business succession begins with a clear understanding of the most critical stakeholder: the business owner. In this foundational phase of the succession journey, we explore why the owner’s personal fulfillment is the cornerstone of a thriving transition.
This session will guide business owners through a reflective process to assess their current lifestyle and envision their ideal post-succession life. It’s not just about financial readiness—it’s about aligning personal, family, and spiritual goals to ensure a meaningful next chapter.
Participants will learn:

Why the owner’s satisfaction directly impacts employees, customers, vendors, and family stakeholders.
How a disengaged owner can unintentionally cause the business—and everyone connected to it—to suffer.
The importance of retiring TO something, not just FROM something, to avoid the dreaded “Now what?” moment.
How to evaluate your financial readiness for the lifestyle you want and whether non-business assets are sufficient to support their desired lifestyle—or if a wealth gap exists.

This phase sets the tone for a succession plan that honors both the legacy of the business and the future aspirations of the owner.
Ideal for: Business owners considering succession, advisors supporting succession planning, and family members involved in the transition.
Cost: Seminar is Free. We are asking attendees to make a voluntary contribution online or at the door for the Southeastern Virginia Food Bank. Suggested donation is $15
If you want to make a donation online click HERE to donate

Overview of the Succession Journey Seminar Series
2025-10-21 07:30 - 09:00 | Wolcott Rivers Gates, 4417 Corporation Lane, Virginia Beach, 23455, United States
Join BOSS for an exclusive overview session of the 12-Month Succession Journey—a transformative program designed to guide business owners through the complexities of succession planning with clarity, confidence, and strategic foresight.
This session introduces the full scope of the journey, which spans a year of structured planning, reflection, and execution. Attendees will gain insight into each phase of the process, including:

Defining Goals & Readiness: Uncover personal and business objectives, assess transition timing, and identify key challenges.
Exploring Exit Strategies: Evaluate internal succession, external sale, or strategic partnerships tailored to your vision.
Lifestyle & Financial Planning: Align your post-business life goals with financial realities and future needs.
Wealth Gap & Business Valuation: Determine your company’s current value and what’s needed to meet your financial targets.
Performance Benchmarking: Use KPIs and industry comparisons to identify areas for growth and increased market appeal.
Continuity & Emergency Planning: Prepare for unexpected events with a robust continuity strategy.
Legal Structure & Governance Review: Ensure your business framework supports a smooth and secure transition.
Key Personnel & Strategic Agreements: Retain essential team members and formalize succession plans with legal precision.
Estate Planning & Asset Diversification: Integrate personal estate goals and reduce financial dependence on the business.
Annual Reviews & Value Optimization: Continuously refine your plan and elevate your company’s valuation.

Whether you’re just beginning to think about succession or actively preparing for transition, this overview session will equip you with the strategic foundation to move forward with purpose.
Your legacy deserves more than a plan—it deserves a journey…

This event is free but we ask that you consider making a $15 donation to the Southeastern Virginia Food Bank to help those in need.

The One Big Beautiful Bill Impact
2025-09-23 07:30 - 09:00 | Wolcott Rivers Gates, 4417 Corporation Lane, Virginia Beach, 23455, United States
How the new One Big Beautiful Bill Act (OB3) will affect your business decisions.
Presenter Barb Smith, CPA with Cherry Bekaert Accounting Firm
This is a breakfast event. Tickets are FREE but you can make a donation of $15 at the door – All donations will go to The Southeastern Virginia Food Bank
RSVP by getting your FREE ticket below…

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