Mastermind

July 31st 2PM EST (Virtual)

Topic: The Freedom Workshop – Creating a Company That Can Thrive Without You 

You didn’t start your business to become its busiest employee. 

In this transformational workshop, you’ll discover how to reclaim your time, clarity, and freedom—without sacrificing growth. Whether you want to work fewer hours, prepare for an exit, or simply take a real vacation, this session will show you how to create a business that runs with less of you and more intentional systems. Content and live discussion in a confidential setting via Zoom. Limited to 10 attendees. Free to members, non-members $57.   

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. 

Charleston, SC – Aug 28th  4PM to 6PM.  (Downtown) 

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, President, Taylor-Foley Law Firm

 Key Topics We’ll Cover: 

• 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

• 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