Secure and Scale Summit

Join us for an educational session designed for business owners who want more clarity, fewer surprises, and stronger protection across key areas of their business.

We’ll break down complex topics into practical, real-world insights you can actually use:

✔ PEO (Professional Employer Organizations)
What a PEO is, how it works, and how it can help streamline operations by taking the administrative burden compliance, payroll, HR, and risk management off your plate so you can focus on growth.

✔ Buying & Selling a Business
What you need to know before entering a transaction, whether you're buying or selling. We’ll cover key considerations, common pitfalls, and how to position yourself for a smoother transition on both sides.

✔ Gaps in General Liability Insurance
Many businesses think they’re covered until they’re not. Learn how to identify common coverage gaps, how to prevent them, and how to make sure your policy actually protects you when it matters most.

✔ Employee Financial Benefits
A look at valuable benefits like long-term care options, retirement planning, and other tools that help you attract, retain, and support your team.

This session is built to be straightforward, informative, and actionable no fluff, no sales pitch just real insights to help you run a stronger, more protected business.

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

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Host or Publisher Amy Bargelt