Exciting New Collaboration Announcement for Saltzman Associates

We are thrilled to share news that marks a significant milestone in our journey. Today, we announce a new partnership that enhances our offerings. This collaboration is not just a strategic move; it represents a shared vision and commitment to innovation and quality that ultimately benefits our clients.

In today’s fast-paced world, collaboration is key to success. Our new partnership is rooted in a shared vision of delivering exceptional events that meet the evolving needs of our attendees.

The Vision Behind the Collaboration

Saltzman Associates, an industry-leading consultancy to institutional distributors and underwriters of investment and insurance products, announced today that they are partnering with LXCouncil to offer the industry’s first roundtable focused solely on industry best practices for working with small business owners who wish to transition their business.

These events will focus on sharing insights, trends, opportunities, challenges, and developments related to helping business owners successfully transition their businesses with the support of financial advisors.

“LXCouncil is the global leader in Mastermind Peer Groups for small business CEOs; therefore, partnering with them for this unique roundtable topic is a natural fit for us,” said Steve Saltzman, Founder and President of Saltzman Associates. “We are thrilled to add this unique perspective to our client services.”

“Saltzman Associates has a proven model for financial services roundtables that enable attendees to walk away with valuable industry insights. As someone who has been forming and running CEO peer groups for almost 20 years, I understand the value Saltzman Associates provides to its clients,” said Tina Corner Stolz, Founder and CEO of LXCouncil. “I couldn’t be more excited about this new partnership.”

“I’ve attended numerous Saltzman Roundtables over the years – both as a distributor and sponsor,” said Scott Stolz, CFP, RICP. “I’ve never left a meeting without several new implementable ideas. Given the $17 trillion that is expected to transition over the next 10 years, I’m excited about having an opportunity to work with both Steve and Tina on this crucial industry topic.”

The initial Business Owner Transition Roundtable will be held in Nashville, TN, on June 3-4, 2026. For more information on this meeting, visit either www.SaltzmanAssociates.com or www.LXCouncil.com.

The Importance of Collaboration in Business

Collaboration is essential in today's business environment. It fosters innovation and drives growth. When organizations come together, they can share knowledge and resources. This leads to better solutions for clients.

In our partnership with LXCouncil, we aim to leverage our strengths. By combining our expertise, we can provide unparalleled value to our clients. This collaboration will enable us to address the unique challenges faced by small business owners.

Benefits of the Roundtable Events

The upcoming roundtable events will offer numerous benefits. Attendees will gain insights into best practices for business transitions. They will also learn about trends and challenges in the industry.

Networking opportunities will be abundant. Participants can connect with peers and industry leaders. This interaction can lead to valuable partnerships and collaborations.

Moreover, the roundtable format encourages open discussions. Attendees can share their experiences and learn from one another. This exchange of ideas is crucial for professional growth.

Looking Ahead

As we look ahead, we are excited about the potential of this partnership. The Business Owner Transition Roundtable is just the beginning. We plan to host more events that focus on critical industry topics.

Our goal is to provide ongoing support to our clients. We want to help them navigate the complexities of business transitions. By staying informed and connected, we can empower our clients to make informed decisions.

About Saltzman Associates

Saltzman Associates is a strategic marketing consultancy providing consulting services and solutions to institutional distributors and underwriters of investment and insurance products. Formed in 2009, Saltzman Associates’ focus is to improve our client’s profitability by providing information-based solutions and leveraging our broad network of resources. From the beginning, our focus has been on assisting our clients by providing data, information, and forums for learning to improve our industry’s overall performance.

For more information about Saltzman Associates, visit www.SaltzmanAssociates.com and follow the company on LinkedIn.

About LXCouncil

Founded in 2013, LXCouncil stands today as America's premier architect of professionally facilitated mastermind groups for business leaders. With operations spanning the U.S., we specialize in uniting non-competing business owners and leaders into dynamic, growth-focused groups. LXCouncil also partners with the Exit Planning Institute to help train Certified Exit Planning Advisors (CEPAs) on how to form new and deeper relationships with small business owner clients.

For more information about LXCouncil, visit www.LXCouncil.com and follow the company on LinkedIn at LXCouncil | The Global Leader in Peer Advisory Councils: Overview.

Upcoming Events

The first Business Owner Transition Roundtable with LX Council will be held on June 3-4, 2026, in Nashville, TN. You can find details on the Events page of the Saltzman Associates website or Click Here.

Visit the Events page for the full 2026 schedule.