WBENC LIFT Entrepreneur Financial Readiness

Whether you are building a foundation, scaling for growth, or preparing for major strategic moves, the 2026 WBENC LIFT Entrepreneur Financial Readiness, brought to you by MassMutual and Wells Fargo, is a yearlong program that empowers entrepreneurs to strengthen financial readiness, pursue wealth building opportunities, and unlock future options through strategic partnerships, and acquisition readiness.

 

 

Upcoming Events

WBENC LIFT Entrepreneur Financial Readiness – Session 1: Accelerate Small Business Growth with Acquisition Readiness

March 25 | 2:00 – 3:30 PM ET | Virtual

Register Now


WBENC LIFT CEO Catalyst (Session 4) & Entrepreneur Financial Readiness (Session 2): Design a Funding Readiness Strategy

April 29 | 2:00 – 3:30 PM ET | Virtual

Register Now

Program Details
  • Session 1 | Mar 25: Accelerate Small Business Growth with Acquisition Readiness (Register Now!)
    • Strategic partnerships—including joint ventures and acquisitionscan strengthen growth, funding opportunities, and long-term business options.
  • Session 2 | Apr 29: Design a Funding Readiness Strategy (In collaboration with WBENC LIFT CEO Catalyst – Register Now!)
    • Understand your business and operational fundamentalsfrom company facts and financial snapshots to funding needs and risk management—and translate them into a compelling narrative for capital providers.
  • Session 3 | Aug 5: Build Wealth for You and Your Team
    • Your business success should translate into financial security for you and those who help you build it. Explore practical strategies for building wealth for both owners and their teams, ensuring that business success translates into shared financial security and long-term opportunity. 
  • Session 4 | Sept 30: Design Your Future: From M&A Readiness to Legacy
    • Whether expanding or exiting, succession or legacy planningprepare for future opportunities by deepening your understanding of acquisition readiness. 
All sessions take place virtually on Wednesdays from 2:00-3:30 PM ET.
What Attendees Will Learn

Bonus! Attendees will gain access to WBENC eLearning!

 

 

Participants of any session will gain exclusive access to the WBENC eLearning platform, providing a strong foundation in financial readiness. Through self-paced, expert‑designed modules, attendees can deepen their understanding of key financial concepts, strengthen decision‑making skills, and build the confidence needed to support long‑term business growth.


WBENC LIFT Entrepreneur Financial Readiness is part of the WBENC LIFT Financial Center of Excellence.

Learn more about WBENC Opportunities!
Subscribe
Questions about this program?
Contact Us