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We are excited to share the news about our latest project: Business Planning Video Series follows a successful small business from founding through sale to retirement, covering many of the issues advisors typically work on with business owners.

This series is specifically developed to assist advisors who are working with small businesses to stay current with the latest education and to help their clients in the most effective way possible.

The series is made up of 8 parts, each about an hour long, which we will publish every two weeks, over a sixteen-week period starting early February 2019.

Bonus point, the series is also CE accredited. At the end of each part, BCC subscribers can take a short quiz and earn CE credits. To become a subscriber, click here.

To be notified when the Business Planning Video Series is released, please email

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