8:30 AM - Registration and refreshments
9:00 AM - Program begins

Description:
 

As your business grows, complexity grows with it.

More revenue.
More clients.
More decisions.
More risk.

What worked when you started may no longer work today — and many founders don’t realize they’ve outgrown their structure, tax approach, or internal systems until stress and cash pressure appear.

This Ask the Expert session explores the critical inflection points where businesses must evolve — and how to recognize them before they become costly problems

Purpose of the Session

This session is designed to help founders and owner-operators:

• Identify early warning signs that their business setup no longer fits

• Understand how structure, tax strategy, and systems are interconnected

• Recognize when growth requires evolution — not just more effort

• Avoid common scaling mistakes that lead to cash stress and burnout

• Gain clarity on what to prioritize in the next 6–12 months

This is an educational discussion — practical, strategic, and grounded in real business experience.

Who Should Attend

This session is ideal for:

• Founders and owner-operators

• Businesses generating $250K–$5M in revenue

• Professional services, trades, consultants, and growing SMBs

• Business owners feeling “busy but unclear”

• Entrepreneurs planning to scale in the next 12–24 months

If you’ve ever thought:

• “We’re growing, but it feels heavier.”

• “Why is tax season still stressful?”

• “Why don’t I have full visibility on cash flow?”

• “Everything still runs through me.”

This conversation is for you.