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.Read the Latest News:

Upcoming Events

Building Your Wealth Engine: Maximizing the Value of Your Business
August 5 | 2:00 – 3:30 PM ET | Virtual
Register Now
Design Your Future: Your Business as a Strategic Asset
September 30
| 2:00 – 3:30 PM ET | Virtual
Register Now

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Program Details
  • Session 1 | Mar 25: Accelerate Small Business Growth with Acquisition Readiness (COMPLETED)
    • 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 – COMPLETED)
    • 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: Building Your Wealth Engine: Maximizing the Value of Your Business (Register Now)
    • This session helps business owners leverage their company as a driver of personal wealth. Understand how to build sustainable, wealth creation strategies that position your business as a core asset within your broader financial portfolio.
  • Session 4 | Sept 30: Design Your Future: Your Business as a Strategic Asset (Register Now)
    • 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

 


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

 

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