Advisor's Roundtable: From Chaos to Clarity

What to look for when founders are stuck—and why good advice doesn’t always land

Advisors often see trouble before it shows up in financials, contracts, or deals.
The risk is clear. The recommendation is sound.
And still—the founder doesn’t act.

This Advisor Edition of From Chaos to Clarity is a small, facilitated conversation for CPAs, bankers, attorneys, fractional CFOs, brokers, financial planners, and consultants who want to better understand what’s happening before advice stalls.

The focus isn’t on giving better advice.
It’s on recognizing the conditions where advice can actually be absorbed.

We’ll explore:

• How chaos shows up early in founder-led organizations
• Why founders resist advice—even when they ask for it
• The psychology behind overload, control, and decision avoidance
• What helps advisors support movement without pushing or selling

This is not a workshop or training.
There are no slides, scripts, or pitches.

Just a thoughtful room for experienced advisors to share patterns, compare notes, and sharpen judgment around founder dynamics and execution.

If you work closely with founders and want your guidance to land, this conversation is for you.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Mick Pennington