03/23/2026
One of the things I’m most excited about for our upcoming executive briefing is the opportunity to co-present with Russ Romano.
Russ brings deep expertise in financial planning for business owners, while my focus is on helping owners increase enterprise value and build transferable companies.
The truth is, these topics are two sides of the same equation.
A business owner might build a very successful company…
But without aligning enterprise value with personal financial strategy, the outcome may fall short of the financial freedom they expected.
In this session, we’ll discuss:
• How to determine what your business must be worth
• The hidden friction costs owners face when selling
• How to align business growth with long-term financial goals
If your business represents a significant portion of your net worth, this will be a valuable conversation.
March 31 | 11:00 AM ET
Register here: https://buff.ly/1Sv9zlb