GROWTH AND IMPACT STAGE
12:00 - 12:20 PM
Nick Guida with Guidance Wealth Advisors
Title: Tax-Advantaged Investment Solution
Session Description: Today’s topic will focus on how to incorporate tax-advantaged alternative investments to support a business owner’s exit process. Attendees will learn how effective design can mitigate taxes, generate cash flow, and provide growth opportunities using non-correlated asset classes.
12:25 - 12:45 PM
Paul McManus and Gabe McManus with The Short Book Formula Publishing
Title: How Business Owners Decide Who Gets Invited Into Exit Conversations
Session Description: Many financial advisors miss exit planning opportunities not because of a lack of expertise, but because they are introduced too late. This session explores how business owners decide which advisors they trust early enough to include in meaningful exit conversations. Attendees will learn about the trust threshold, the role of Centers of Influence, and how to be positioned as a thinking partner earlier, without selling or self-promotion.
12:50 - 1:10 PM
TBD
