For business owners and leaders, having a clear structure and strategy in place can be essential to long-term success. In a recent webinar, we sat down with Jeremy Macliver, an Expert EOS Implementer, to explore how the Entrepreneurial Operating System (EOS) provides a structured approach to managing and scaling a business.

If you were unable to attend live, the full webinar replay is now available.

What We Covered
The Entrepreneurial Operating System (EOS) is a framework designed to help businesses improve organization and efficiency. During the discussion, Jeremy shared insights on:

• Defining a clear vision and aligning leadership teams
• Establishing structured processes to support operations
• Creating accountability within an organization
• Applying EOS principles to support decision-making

Watch the Replay
If you’re interested in learning more about EOS and how it may apply to your business, we invite you to watch the full webinar replay.

At TFO, we recognize the importance of thoughtful planning and strategic frameworks for business leaders. If you’d like to discuss these topics further, feel free to connect with our team.

Are you looking for a system to scale your business, align your leadership team, and drive long-term success? Join TFO Family Office Partners for a webinar featuring Jeremy Macliver, Expert EOS Implementer, as he introduces the Entrepreneurial Operating System (EOS), a powerful framework designed to help business owners gain clarity, strengthen leadership, and optimize operations.

What You’ll Learn in This Webinar

During this session, Jeremy will break down the essential elements for ensuring your team is fully aligned with your vision, fostering a high-performance culture of accountability, and building a business story that’s worth sharing.

• Vision Alignment: How to ensure every team member understands and embraces the company’s direction.
• Accountability & Ownership: Strategies to create a culture where everyone takes responsibility for success.
• Communication & Clarity: How to keep teams engaged and motivated through clear expectations.
• Storytelling in Leadership: Why a well-defined vision makes your business memorable and easy to champion.
• Scaling with EOS: How these principles help businesses grow with consistency and purpose.

Whether you’re a seasoned entrepreneur or a business leader looking to streamline operations, this webinar will provide actionable strategies to help you gain traction and scale effectively.

When: Thursday, March 20
Time: 4-5 p.m. PT
Where: Zoom Webinar

Don’t miss this opportunity to learn how EOS can transform the way you run your business!

As part of the TFO Webinar Series: Optimizing the Sale of Your Business, this episode explored the critical components of true, outcome-driven succession and exit planning. Hosted by Damon Miller, Family Wealth Strategist and Partner at TFO, and featuring John Chionchio of WealthPoint, the discussion extended beyond traditional exit strategies to help business owners craft a plan that aligns with their goals, their people, and their company’s future.

Review the main takeaways from the webinar and rewatch the entire episode below.

Know Your Story
Start by defining what success looks like for you. This includes:
–  Monetization goals – maximizing value from your business
–  Supporting your team – ensuring key people remain secure
–  Future vision – what happens to your business after you leave
–  Succession strategy – your path from full-time work to full-time freedom

Assess Business Readiness
–  Be self-sufficient and operationally sound (think franchise-level efficiency)
–  Have a clear valuation and transferable value
–  Offer incentives to retain key people
–  Maintain strong client and vendor relationships

Explore Your Monetization & Transition Options
Beyond selling to a third party, other options include:
–  Generational transfer
–  Internal buyouts
–  Employee Stock Ownership Plans (ESOP)
–  Recapitalization
–  301 Redemption
–  IPO
–  Wind-down
–  Hybrid solutions

You can also use retention tools like Stock Appreciation Rights, Phantom Equity, or Deferred Compensation to keep top talent engaged.

Stress-Test Your Plan
The best exit strategies undergo rigorous financial modeling:
–  Best and worst-case scenario planning
–  Stress testing to failure points
–  Evaluating the ripple effects of your decisions

Prepare for Post-Transition Success
Your business’s future depends on:
–  Replacing leadership and management skills
–  Strengthening company culture to retain talent
–  Transferring key relationships internally and externally

Avoid Common Industry Pitfalls
Many exit plans focus only on selling, but that’s just one option. Your business is a unique, specialized asset that requires a thoughtful, tailored strategy.

The Best Time to Start? Now.
A successful exit takes time. The earlier you start, the better your outcomes will be. Work with a team that specializes in exit planning, and you can transition with confidence, on your terms.

Rewatch this TFO Webinar Series below or click here to explore all webinars in the Optimizing the Sale of Your Business series.

Succession and exit planning are essential for transforming your business into a valuable asset that aligns with and supports your broader life goals. However, navigating these complex processes can feel overwhelming without expert guidance.

To help, TFO Family Office Partners is thrilled to host a webinar featuring John Chionchio, Partner at WealthPoint Business Advisory Services. This live event, hosted by TFO Family Wealth Strategist and Partner Damon Miller, will provide valuable insights into developing and executing effective succession and exit strategies.

Here’s what you’ll gain from attending the webinar:

• Understand the why, how, and what of outcome-driven succession and exit planning:
  • Preparing your business as an asset
  • Exploring 10 monetization strategies and their impacts on desired outcomes, including:
    • ESOPs
    • 301 redemptions
    • Owner/investor models
    • Recaps
    • Hybrid solutions
    • And more
  • The keys to making great decisions
  • Little known secrets of successful execution
• Common financial industry challenges in delivering value to business owners through exit planning.
• How finding and partnering with a specialist provides optimal outcomes.
• The importance of true collaboration in achieving optimal outcomes.
• What to do right now to get succession and exit right.

Selling a business is a significant journey for owners, often filled with both opportunities and challenges. At TFO Family Office Partners, we specialize in helping business owners prepare for and navigate the business sale process with confidence.

Our informative webinar series, “Optimizing the Sale of Your Business,” addresses critical topics for business owners considering a sale. This series provides valuable insights designed to guide you through each stage of the selling process. Join our experts and industry leaders as they explore:

1.  Income Tax Strategies Before a Sale
2.  Preparing Your Organization for a Successful Sale
3.  Estate Planning Considerations Prior to Selling Your Business
4.  Legal Pitfalls to Avoid in the Sales Process
5.  Steps to Effectively Sell Your Business
6.  Life After an Exit: What to Expect
7.  Investing After the Sale: Managing Your Liquidity
8.  Preparing Your Family for Life Post-Sale

If you missed the live sessions, you can now watch the entire series here. We aim to provide you with the knowledge and resources you need as you consider your next steps in the business sale process.  If you or someone you know is contemplating selling a business, please reach out to Damon Miller at (602) 466-1656.

In 2025, get ready for two exciting additions to the webinar series! Join John Chionchio of WealthPoint on January 23 and Jeremy Macliver with EOS (Entrepreneurial Operating System) on March 20. Stay tuned—more details coming soon!

October is Cybersecurity Awareness Month, a time to reflect on the importance of protecting our digital lives. This year, we teamed up with BlackCloak to host an informative webinar featuring CEO Dr. Chris Pierson, who shared invaluable insights tailored for high-net-worth families, corporate executives, and board members.

The New Cyber Battleground
In today’s digital landscape, the home has become the new battleground for cyber threats. Cyber criminals are increasingly shifting their focus from large corporations, which typically have substantial cybersecurity measures in place, to families and individuals who often lack robust defenses. This shift underscores the critical need for heightened awareness and proactive measures to protect ourselves and our loved ones.

Key Takeaways from the Webinar
During the webinar, Dr. Pierson discussed four simple yet effective strategies to safeguard yourself and your family:

1. Protecting Your Accounts: Learn best practices for securing your online accounts, including password management and two-factor authentication.
2. Securing Your Home: Discover how to protect your home network and smart devices from cyber threats.
3. Safeguarding Your Devices: Understand the importance of device security, including software updates and antivirus solutions.
4. Hardening the Human Element: Explore ways to strengthen the human aspect of cybersecurity, including awareness training and recognizing social engineering tactics.

Watch the Webinar
If you’re ready to enhance your cybersecurity knowledge, rewatch the webinar below and empower yourself with the tools you need to stay safe online.

Have Questions?
If you have any questions about cybersecurity or need further assistance, please reach out to your TFO team. Together, we can navigate the ever-evolving digital landscape and protect our digital lives.