PGI’s CLE/CPE-accredited sessions offer practical insights drawn from decades of dealmaking, valuation, and successful owner succession, providing professional advisors a clearer path to advise their clients on viable options for a successful future for their company and readiness for succession planning.

Seminars & Education

What Attendees are Saying

“The session was concise, clear, and immediately actionable — one of the most useful CLEs I’ve attended.”

David Reyes
Partner, National Law Firm

“PGI’s insights reshaped how we advise clients preparing for exit. It’s practical knowledge, not theory.”

Elena Martinez
CPA, Advisory Group

Workshop Series

How to Increase the Value of Your Business & Prepare for a Successful Exit Strategy

Using Proven Methods and Initiatives

Section One: Provides a simple method to value your company, establish an initial base value, and measure the value changes year to year.

Section Two: Learn the key drivers of market value from operational efficiency, and evaluate your business across fifty initiatives using a 1–5 rating system.

Section Three: Turn your ratings into an actionable Project Plan using low-scoring areas to guide improvement efforts and revisit Section One annually to measure value gains.

Section Four: Presented by an attorney, this section covers how to protect your business through entity selection, governance, and ongoing legal care and maintenance.

Section Five: Understand how to create a sound exit strategy, whether transitioning to family, employees, or a third party, by assessing post-exit financial needs and aligning timing, structure, and strategy for the best outcome.

Results:

This workshop provides business owners with an understanding of valuation, improving value, succession and transition planning, and market conditions and trends.

It provides perspective on buyer behavior, capital access, and market timing to position a business advantageously.

Every session reflects PGI's caring and core principles: clarity, integrity, and the belief that informed decisions create lasting and beneficial outcomes.

Section One: Provides a simple method to value your company, establish an initial base value, and measure their value changes year to year.

Section Two: Learn the key drivers of market value from operational efficiency, and evaluate your business across fifty initiatives using a 1–5 rating system.

Section Three: Turn your ratings into an actionable Project Plan using low-scoring areas to guide improvement efforts and revisit Section One annually to measure value gains.

Section Four: Presented by an attorney, this section covers how to protect your business through entity selection, governance, and ongoing legal care and maintenance.

Section Five: Understand how to create a sound exit strategy, whether transitioning to family, employees, or a third party, by assessing post-exit financial needs and aligning timing, structure, and strategy for the best outcome.

Results:

This workshop provides business owners with an understanding of valuation, improving value, succession, and transition planning and market conditions and trends.

It provides perspective on buyer behavior, capital access, and market timing to position a business advantageously.

Every session reflects PGI’s core principles: clarity, integrity, and the belief that informed decisions create lasting and beneficial outcomes.

Attendees consistently praise the 115-page workbook as a meaningful takeaway that allows owners to apply these proven tools long after the seminar ends.

By the numbers

Trusted by Leading Institutions

Proven impact across banks, law firms, CPA groups, and business associations.

For decades, PGI has delivered accredited workshops for U.S. banks, major law and CPA firms, trade associations, and financial advisory groups nationwide giving advisors and business owners practical, real-world tools for valuation, growth, and transition readiness.

For decades, PGI has delivered accredited workshops for U.S. banks, major law and CPA firms, trade associations, and financial advisory groups nationwide, giving advisors and business owners practical, real-world tools for valuation, growth, and transition readiness.

U.S. Bank Workshops

For more than two decades, PGI has partnered with leading Banks to deliver business valuation and transition-planning workshops for their business owning clients. These programs equip relationship managers and owners with practical tools to understand and improve value, prepare for succession, and navigate market timing with confidence.

For more than two decades, PGI has partnered with leading U.S. Banks to deliver business valuation and transition-planning workshops for their business-owning clients. These programs equip relationship managers and owners with practical tools to understand and improve value, prepare for succession, and navigate market timing with confidence.

100%

Felt the conference met or exceeded their expectations.

99%

Would recommend the conference to another owner.

90%

Felt the conference was “timed right, not too short, not too long.”

98%

Found the timing ideal for them

94%

Found the presentation helpful

92%

Thought the length of the seminar was appropriate

91%

Found the time of day appropriate

100%

Loved the 50-point value driver approach presented

Miller Nash Workshops

PGI has collaborated with Miller Nash to provide CLE-accredited sessions for their attorneys and advise their clients who are owners of closely held businesses. These workshops offer actionable frameworks for valuation, shareholder transitions, and owner succession, helping attorneys guide clients through highly complex, personal decisions.

Quote from an Attorney

"By all measures, it was a huge success, filling our largest conference room with business owners. Based on audience evaluations and follow-up with meetings I had with participants, the event was a great public relations vehicle for our firm and provided valuable information for the business owner/participants."

Quote from a CPA

“One of the better conferences or seminars I have attended, as a CPA I spend about 40 hours per year in classes and this was one of the most relevant and a good use of my time. “

“One of the better conferences or seminars I have attended, as a CPA, I spend about 40 hours per year in classes and this was one of the most relevant, and a good use of my time. “

Bring PGI’s expertise to your next event

PGI offers custom workshops for banks, CPA and law firms, financial institutions, and business organizations seeking to educate their clients and communities on valuation and transition readiness.

If you're ready to start your own workshop, we'd be honored to help you navigate the path forward with clarity and care.

Host or Request a Seminar