Foundations for Futures

Together with Live Oak Bank, MWI Animal Health and Bank of America, we are hosting a high-level, invitation-only opportunity for practice owners who want to explore their options, get critical questions answered, and plan with confidence.

Your clients will leave this hyper-focused seminar with greater clarity, a defined path forward, and confidence in the decisions ahead.

Wednesday, April 1 - Friday, April 3 2026, Invitation Only

This immersive experience brings together strategic planning, financial insight, equipment considerations, and real-world project discussion—all in one place. Over the course of three days in Tampa Bay and Plant City, Florida, attendees will gain clarity around team building, project planning, banking considerations, and long-term decision-making, capped by an on-site tour and one-on-one breakout discussions tailored to their specific goals.

TM/TSS: Please complete the recommendation form below to submit a client for consideration and help us understand their goals, timeline, and readiness for the Foundations for Futures mastermind.