WEBINARS
PRESENTING YOUR BUSINESS
STRATEGY CONSULTANT AND
FINANCIAL CONSULTING "IN A BOX"
The NorthStar Strategic Partners Webinars
ACCESS OUR LIVE AND RECORDED SESSION
NorthStar Strategic Partners are pleased to provide our customers with our on-demand webinar library. Please feel motivated to use these programs as your “business strategy consultant” at your fingertips. These video webinars are helpful when you need to refresh ideas you have learned, when you need some financial consulting ideas, or simply to expand your business education.
UPCOMING LIVE WEBINARS
Exit Strategies: Why You Need To Think About Them Well In Advance Of Selling Your Business
Join Wendy Roberts September 23rd, 2026 at 4PM PST as she presents an educational workshop on behalf of NARI Silicon Valley. Discover business exit strategies, valuation methods, buyer trends, and the expert team needed to maximize value and achieve a successful business sale.
Presented by
Wendy Roberts, CEO of NorthStar Strategic Partners, Inc.
Wendy Roberts prides herself on creating winning strategies while helping her clients maximize their resources and their profits. As an entrepreneur, start-up CEO & CVO and a former corporate executive, Wendy offers a broad insight into finding solutions to help her clients achieve exceptional growth and financial success. She has a BS in Accounting from Indiana University, MBA courses at the University of Tampa and years of experience counseling clients on financial and profitable success.
ACCESS RECORDED WEBINARS
StrategiC Exits
In this webinar, dive into common exit strategies like IPOs, mergers/acquisitions, employee buyouts, succession plans, and liquidation. Uncover how each of the 4 Points of Focus enhances your overall value for prospective buyers. Explore valuation methods—market capitalization, book value, discounted cash flow, and precedent transactions—to assess your company’s worth and ideal selling time. Identify indicators of a robust market for mergers and acquisitions and understand diverse buyer types. Learn to craft your sales process using industry publications, online resources, and networking. Assemble your sales team, including hiring an NSP team member, business valuation expert, M&A advisor, attorney, and CPA/tax professional. Join us for this essential session navigating the strategic landscape of business exits.
People Power Part II
Continue your journey in the second part of our two-part webinar series, building on the foundational knowledge from the first session, this installment explores crucial aspects of understanding and cultivating effective employee relationships for optimal team success. Delve into the importance of comprehending employees’ personality types in communication, collaboration, conflict resolution, and teamwork. Explore the differences between DiSC and the Myers Briggs Assessment Tool in understanding employee dynamics. Gain insights into recognizing your employees and establishing a rewards system that aligns with your goals, target audience, and expectations. Learn effective strategies for praising and reprimanding employees and fostering a positive work environment. Explore key strategies for attracting and retaining great team members, including considerations for salary and benefits, meaningful work, advancement opportunities, a positive work environment, and work-life balance.
People Power Part I
In the first part of our two-part webinar series, “People Power,” uncover why your people are the heartbeat of your company, the vital role of positive relations, and how innovation can flourish through employee engagement. Explore the five key questions every company should ask to evaluate team dynamics and discover the ten most crucial qualities of a high-functioning business team. Gain practical insights on strengthening employee interaction through regular team meetings, collaborative platforms, communication tools, and encouraging face-to-face interactions. Understand the positive outcomes of building strong relationships among employees, including increased productivity, improved morale, fostered innovation, and enhanced talent attraction and retention. Join us for this foundational session as we cultivate brilliance within your team and elevate your organizational success.
The Engine of Excellence Part II
Continue your journey in the second part of our two-part webinar series, “The Engine of Excellence.” Building on the foundational knowledge from the first session, this installment explores key aspects of operational success. Understand how to lead your company with a tone of continuous improvement, establishing a dedicated team, creating a streamlined process, and implementing training modules. Discover the benefits of documenting processes and gain insights into the step-by-step process of establishing and implementing documentation. Explore best practices for updating your documentation, including having a plan, designating a documentation team, testing the documentation, utilizing a document management system, setting up a regular review process, and encouraging feedback. Join us for this session as we guide you through the practical steps of cultivating a culture of continuous improvement in your business.
The Engine of Excellence Part I
Join us for the first installment of our two-part webinar series, “The Engine of Excellence.” In this session, we will provide a clear overview of the 4 Points of Focus®. Explore how Operational Excellence, as a business approach, continually enhances operations, processes, and systems, emphasizing quality and continuous improvement. Delve into the 4 key areas: Strategy Development, Process Excellence, Performance Management, and Leadership and Culture. Understand the advantages of achieving operational excellence and receive guidance on creating your own “Operational Point of Focus Plan.” Uncover essential key performance indicators (KPIs) for measuring success and learn specific methods for monitoring systems and improving initiatives, including goal-setting, surveys, feedback forms, and audits. This foundational session sets the stage for operational success in your business journey.
Financial Force Part II
Continue to join us while we explore how you can begin to build your “Financial Force.” In this session, we’ll provide a brief recap of the 4 Points of Focus and then dive into practical strategies for leveraging your financial statements to tell the compelling story of your business. Explore the nuances of income statements, balance sheets, and cash flow statements. Gain insights into differentiating between gross and net profit and discover key tips for managing growth and maintaining stability through your financial structure. From creating a financial plan to tracking cash flow, minimizing overhead costs, and investing in growth, learn actionable steps to fortify your business. Don’t miss out on this invaluable session for shaping your business success.
Financial Force Part I
Join us for the first part of our two-part financial webinar series, “Financial Force.” In this session, we’ll unravel the significance of financial structure and growth for a thriving business. Delve into the core reasons why a solid financial foundation is paramount, including the ability to achieve financial goals, manage risks, make informed decisions, and enhance overall financial performance. Gain insights into the different legal structures for businesses, such as sole proprietorship, general partnership, LLC, corporation (S vs. C), cooperative, and nonprofit corporation. Discover the essential elements of a robust financial system and understand how incorporating it into your business can lead to increased profitability, improved cash flow management, reduced risk, and enhanced decision-making capabilities. Don’t miss this opportunity to fortify your business for financial success.
Marketing Momentum
Join us for the “Marketing Momentum: Drive Your Business Forward” webinar, where Wendy Roberts will share insights on marketing strategy and practice. This session offers an informative overview of key marketing concepts and practical approaches to help cultivate the growth of your business. The discussion will be anchored in realistic, actionable advice, aiming to demystify the elements of successful marketing and inspire attendees to discover their own ‘marketing momentum’ to apply to their own business endeavors.
This webinar will cover:
- Different types of marketing
- What an effective marketing plan looks like
- General guidelines for setting a marketing budget
- Pricing strategy
- And more!
FOCUS FORWARD: THE 4 POINTS OF FOCUS®
In this focused webinar, participants will explore key aspects essential for business success. The session kicks off with a concise explanation of The 4 Points of Focus®, leading to the creation of a high-value organization. Attendees will delve into profitability, scalability, and sustainability, forming the core of business prosperity. An insightful overview of the vital 4 points (marketing, finance, operations, and people/team building) will be provided as well. The session concludes by illustrating how these focus areas contribute to a successful exit strategy.
ENDGAME
Based on the e-book Endgame: A Business Owner’s Guide for Deciding When to Sell by Gary Brown, NorthStar Strategic Partners CEO Wendy Roberts guides viewers through the key points business owners should consider when deciding on their business exit strategy. As a seasoned business strategy consultant, Wendy touches on pertinent ideas that NorthStar Strategic Partners customers should consider ranging from personal goals and motivations to market conditions to the decision-making process itself.
THE YES BOX
Inspired by the e-book The Yes Box: How Step-Change Thinking is Key to Growing Sales in a Shrinking Economy by Maira Ribeiro, this webinar explores how the thought-provoking challenges presented in the “Yes Box” can be capitalized upon by utilizing the NorthStar Strategic Partners 4 Points of Focus®. As a business strategy consultant, Ribeiro argues for “Step-change thinking” needed in an opportunistic business. Step-change thinking is about going beyond incremental improvements and making bold changes to your business model, product offerings, and marketing strategy. In this insightful webinar, NorthStar Strategic Partners CEO Wendy Roberts takes participants through step-change thinking as realized in the 4 Points of Focus® even in challenging business times, such as in a recessionary environment.
Business For Sale
The Freedom Point
Profit First
NorthStar Strategic Partners CEO Wendy Roberts goes right to the heart of most business owners with this informative webinar. It does not take much financial consulting to know that heart can be summed up in one word: profit. Based on the book Profit First by Mike Michalowicz, this webinar tackles the challenge of a business to maximize profit. Wendy discusses why taking your profits first can lead to more success for your company, how to create a slush fund to combat a downturn and introduces you to a strategy to re-price to gain more profit immediately
8 Key Drivers to Selling Your Company:
Factors that Drive Your Company’s Value
