Webinars & Workshops

2021 Webinar Series

Join us on the third Thursday of each month for a one-hour webinar featuring local business leaders, market updates, and more.


How Do You Cope with the Stress of Being a Business Owner?

May 20, 2021    |    12:00 pm – 12:30 pm

Today more than ever before business owners are under tremendous pressure and it is taking a toll on more than just their bottom line! Unprecedented times require unprecedented measures. It is time to take your mental, emotional and physical health seriously and to set an example for those you lead.

Robin Brun, Certified Professional Life Coach will share tips and strategies for Business Owners to address their mental health needs and the needs of their employees. She will provide practical action steps you can take and will share examples of how some organizations are using these actions as a recruiting and retention strategy.


Three-Part Webinar Series: Preparing for Retirement and the Sale of Your Business

Join Sunbelt Business Advisors of Southwest Ohio, Buckingham Advisors, and Taft Law as we create a complete picture for business owners preparing for retirement and the sale of their business.


Preparing Your Business & Why It’s Important

May 18, 2021    |    12:00 pm – 12:30 pm

  • Current Market Conditions
  • Steps in Getting Your Business Ready for Sale
  • Understanding What You Need to Retire
  • Pre-Sale Due Diligence
  • Cleaning Up Your Books
  • Importance of Valuations & Appraisals
  • Tax Implications for Different Allocations of Assets
  • Updating Documents


The Sales Process: Steps in the Transaction

May 25, 2021    |    12:00 pm – 12:30 pm

  • Steps in the Transaction
  • Receiving an Offer
  • Financial Due Diligence
  • Legal Documents: Purchase Agreement, Non-Compete, etc.
  • Communication Between the Seller and the Buyer
  • Working with the Banks
  • Managing Emotions


We Closed. Now What?

June 1, 2021    |    12:00 pm – 12:30 pm

  • Successful Sale of Your Business
  • Post-Close Details
  • Training and Transition
  • Employee Introductions
  • Legal Issues
  • How to Invest Funds
  • Taxes


Sunbelt Business Advisors routinely offers Workshops and Webinars on these topics:

  • Being Buyer Ready
  • It’s a Seller’s Market
  • Understanding Valuations
  • Taking the First Step
  • Baby Boomers are Driving the “Perfect Storm”
  • Financing Options


If there is a topic you would like covered, please contact us.

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Sunbelt is proud to be the world’s largest business brokerage network. Each of our offices is independently owned and operated by an experienced and professional owner who lives and works in the community in which they operate.

Disclaimer: No salesperson, field representative or other person has the authority to make a statement, promise or assurance concerning any matter related to the franchise that is contrary to, or different from, the information/terms contained in the Franchise Disclosure Document/Franchise Agreement. Any such statement, promise or assurance is unauthorized, unwarranted and unreliable. If you believe someone has made an unauthorized statement, promise or assurance to you, please contact Jessica Czekalinski, Esq. at 216-674-0645 ext. 619.