BMSS Family of Companies
Presents: Business Ownership
as Stewardship

BMSS Family of Companies Presents: Business Ownership as Stewardship

Join BMSS Wesson Wealth Solutions and Sovereign’s Capital for a thoughtful discussion on business ownership, succession, and stewardship beyond valuation or transaction. This webinar will explore how owners can approach transition planning with intention, considering the long-term impact on employees, culture, family, and legacy while preparing thoughtfully for life after a liquidity event.

Event Details:

Thursday, July 9, 2026
8:30 a.m. - 10:00 a.m.

Venue:  Online through Zoom

• After registering, you will receive a confirmation email from Zoom containing information about joining the webinar.
• Please do not share your link as it is unique to you in providing CPE credit.
• Please click "Add to Calendar" in the confirmation email so to ensure the link will be available in your calendar appointment.

For questions, please email marketing@bmss.com or, if you would like more information about BMSS Wesson Wealth Solutions or BMSS Advisors & CPAs, click on the link.