Building your safety net: Actionable steps to enhance and protect the value of your small business
Business owners and leaders are constantly balancing the demands of running their organization now with proactively preparing for future regulatory, economic and technological developments. In today’s dynamic environment, it is nearly impossible to stay ahead of the curve — and the cost of inaction can be too high to ignore.
Join Baker Tilly Advantage for a panel discussion webinar designed to provide small businesses and organizations with practical strategies to enhance their back-office operations and protect their value in today’s changing marketplace.
Our panel will discuss:
- Entity structuring and proactive planning
- Navigating regulatory complexity, including the One Big Beautiful Bill Act
- Optimizing technology and artificial intelligence (AI) tools
- Mitigating operational costs and outsourcing
Following the main panel discussion, join Baker Tilly industry leaders in breakout sessions to discuss the unique challenges and opportunities facing various industries.
Who should attend
Owners, presidents, CEOs, executive directors, CFOs, controllers, vice presidents or directors of finance, CHROs, HR directors and other HR or payroll leaders, and other leaders of small businesses, startups or not-for-profit organizations
Panelists
- Todd Bernhardt, Managing Principal - moderator
- Chase Murphy, Principal
- Mike Sullivan, Principal
- Gillian Florentine, Director
- Kelly Baumbach, Executive Managing Director
- Brenda Jacinto, Principal
- Darren Jones, Principal
- Mike Kessler, Principal
Baker Tilly Advantage
Free yourself up from the operational complexities and responsibilities of managing critical back-office functions. Baker Tilly Advantage offers your business an integrated bundle of accounting, tax, human resources and payroll services so that you can focus on what you do best — growing your business.
Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. Reference to registration does not imply any particular level of skill. BTWM does not provide tax or legal advice. BTWM is not an attorney. Estate planning can involve a complex web of tax rules and regulations. Consider consulting a tax or legal professional about your particular circumstances before implementing any tax or legal strategy. The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. AI (artificial intelligence) was utilized to assist in the creation of this marketing piece.
BTWM is controlled by Baker Tilly Advisory Group, LP. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, operate under an alternative practice structure and are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP is a licensed CPA firm that provides assurance services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ©2025 Baker Tilly Wealth Management, LLC
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