Events and Workshops

Workshops For

  • Business Owners Interested in Exiting in 2-5 years

  • COIs: Attorneys, Accountants, Bankers, Wealth Managers,

Insurance & HR Leaders

Group of people sitting around a wooden table having a meeting, with notebooks and pens, near a window.
Interested in Participation

Workshop Offerings

Trusted Advisor Presentation

Support your clients in their plan to sell their business and figure out their next steps.

A diverse group of business professionals engaged in a lively discussion, smiling and gesturing during a meeting in a conference room.

Business Owner Workshop

Learn about strategies for selling your business

What NAVIX Customers Are Saying

“…Joellyn and I are very grateful for your services and your friendship over these past several years (through two transactions). We never would have been as prepared without your process and expertise. If we can ever do anything for you in the way of reference, please do not hesitate to let us know. Thank you for your partnership.”

— Eric Helman, Continuous Health