Event Calendar
Knowledge & Networking
Explore our dynamic event calendar, where entrepreneurs can access expert-led webinars, workshops, and masterclasses designed to equip you with the tools, strategies, and insights needed to elevate your business and achieve lasting success.
Mastermind Group – Build a Better Business
Join an exclusive 6-month, onsite Mastermind class, hosted in downtown Charleston. Led by subject matter experts in critical areas of business with Q&A.
All sessions highly confidential with NDAs in place. Limited to 10, carefully selected, participants, who meet certain qualifications. Application required.
1 class each month. 12-1:30pm. Networking (15 minutes), Content (45 minutes), Q&A (30 minutes). Class starts January 6 . First Thursday of each month thereafter, for 6 months. Lunch provided.
What You’ll Learn:
- Improve Financial Performance
- Maximize Growth Potential
- Be Less Owner Dependent
- Learn the True Value of Your Business
- Improve Customer Satisfaction
- Learn and Implement a Cash Flow Analysis
- Understand the Use of an M&A Professional (Business Broker
- Use the Services of Fractional Experts (CMO, CFO, etc.)
- Mitigate Capital Gains When You Sell
- Understand the Aspects of Legal M&A
- Keep More of Your Money When You Sell, Financial Planning
- Create a Dynamic Marketing Program
- Build a Sales Team That Can Double Revenues
- Avoid HR Nightmares
- Create KPIs That Stick
- Lower Cybersecurity Risks
- Build a World-Class Customer Service Program
- Pitch Investors for Acquisition or Working Capital Needs
- Certification of Completion (for CE Credits)
- Harness AI for Your Business
Tools to take home:
- Valuation summary report
- Value Builder System homework assignments
- Competitive analysis report for your industry
- Certificate of Completion (CE credits)
The Value Builder System
Using the proven Value Builder System, we’ll walk through the 8 key drivers that determine how buyers – and markets – perceive the worth of your business. You’ll benchmark your current score, identify your biggest value gaps, and walk away with a clear action plan to improve performance and long-term enterprise value.
Leadership Lab
Strategic mini-conference for Growth-Minded Business Owners | 2 hours of great content, riveting Q&A, and networking with drinks & food.
Join an exclusive, in-person event designed for business owners who are ready to step out of the weeds and into strategic conversation and thought. This isn’t another surface-level seminar—it’s a high-trust, high-impact environment where you’ll hear from subject matter experts and connect with fellow leaders to discuss the most urgent and important topics facing your business right now.
From navigating cash flow pressure and talent retention to integrating AI, exit planning, and culture challenges—this is where true business growth talks happen. You’ll hear what others are doing, share your own questions, and walk away with clarity, confidence, and actionable strategies.
Topic # 1: Is your business truly built to grow, scale—and eventually sell? | Speaker: Chuck Crumpton – CEO, Strategic Advisory Forum
This high-impact event is designed for growth-minded business owners who want to increase the value of their company, whether you’re preparing for a future exit or simply building a stronger, more resilient business.
Using the proven Value Builder System™, we’ll walk through the 8 key drivers that determine how buyers—and markets—perceive the worth of your business. You’ll benchmark your current score, identify your biggest value gaps, and walk away with a clear action plan to improve performance and long-term enterprise value.
Topic #2: Protecting your biggest investment – post sale | Speaker: Eric Cox – President, Coastal Wealth Management
Topic #3: Mitigating Capital Gains Taxes when you sell | Speaker: David Taylor – Taylor Tax Law
Topic #4: Truly understanding cash flow | Speaker: Brian Powers, CPA – Streetman, Jones & Powers, LLC
Topics We’ll Cover:
- Hub & Spoke: Building a business that doesn’t rely on you
- Customer Satisfaction: How loyalty impacts your multiple
- Monopoly Control: Differentiation that drives demand
- Cash Flow: The ultimate measure of sustainability
- Financial Performance: What your numbers really say
- Growth Potential: The path to scaling smart
- The Switzerland Structure: Reducing dependency risks
- The Valuation Teeter-Totter: Managing recurring revenue
